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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,336 | $104,116-89.1% | $71,089-84.1% | $135,380-91.6% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.6%+20.4pp | 82.6%-7.6pp |
| Annual return | -11.16% | 1256.51%-1267.7pp | 650.65%-661.8pp | 519.81%-531.0pp |
| Employer contribution / active EE | $873 | $1,485-41.2% | $1,088-19.7% | $4,779-81.7% |
| Participant deferral / active EE | $1,981 | $2,524-21.5% | $1,873+5.8% | $5,609-64.7% |
| Admin fee / account holder | $1,322 | $4,142-68.1% | $3,082-57.1% | $10,828-87.8% |