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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 | $99,067 | $84,551+17.2% | $61,452+61.2% | $134,532-26.4% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | -21.68% | 585.39%-607.1pp | 338.96%-360.6pp | 418.27%-439.9pp |
| Employer contribution / active EE | $2,869 | $1,545+85.7% | $1,160+147.4% | $4,741-39.5% |
| Participant deferral / active EE | $5,685 | $2,818+101.7% | $2,125+167.6% | $6,401-11.2% |
| Admin fee / account holder | $922 | $2,587-64.4% | $2,131-56.7% | $11,429-91.9% |