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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 | $15,055 | $84,628-82.2% | $61,501-75.5% | $134,545-88.8% |
| Participation rate | 70.0% | 62.2%+7.8pp | 52.6%+17.4pp | 81.2%-11.2pp |
| Annual return | -19.83% | 585.61%-605.4pp | 339.04%-358.9pp | 418.37%-438.2pp |
| Employer contribution / active EE | $6,577 | $1,545+325.7% | $1,160+467.1% | $4,742+38.7% |
| Participant deferral / active EE | $4,691 | $2,819+66.4% | $2,125+120.8% | $6,401-26.7% |
| Admin fee / account holder | $3,189 | $2,587+23.3% | $2,132+49.6% | $11,431-72.1% |