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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 | $26,590 | $104,106-74.5% | $71,086-62.6% | $135,382-80.4% |
| Participation rate | 87.5% | 65.7%+21.8pp | 54.7%+32.8pp | 82.6%+4.9pp |
| Annual return | -6.99% | 1256.30%-1263.3pp | 650.59%-657.6pp | 519.77%-526.8pp |
| Employer contribution / active EE | $1,693 | $1,485+14.0% | $1,088+55.6% | $4,779-64.6% |
| Participant deferral / active EE | $4,496 | $2,527+77.9% | $1,874+139.9% | $5,609-19.8% |
| Admin fee / account holder | $4,710 | $4,142+13.7% | $3,082+52.8% | $10,829-56.5% |