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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 | $41,394 | $84,628-51.1% | $61,501-32.7% | $134,545-69.2% |
| Participation rate | 95.0% | 62.2%+32.8pp | 52.6%+42.4pp | 81.2%+13.8pp |
| Annual return | -15.01% | 585.61%-600.6pp | 339.04%-354.1pp | 418.37%-433.4pp |
| Employer contribution / active EE | $193 | $1,545-87.5% | $1,160-83.3% | $4,742-95.9% |
| Participant deferral / active EE | $3,546 | $2,819+25.8% | $2,125+66.9% | $6,401-44.6% |
| Admin fee / account holder | $8,369 | $2,587+223.4% | $2,132+292.6% | $11,431-26.8% |