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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 | $52,323 | $84,628-38.2% | $61,501-14.9% | $134,545-61.1% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -19.27% | 585.61%-604.9pp | 339.04%-358.3pp | 418.37%-437.6pp |
| Employer contribution / active EE | $2,419 | $1,545+56.6% | $1,160+108.6% | $4,742-49.0% |
| Participant deferral / active EE | $8,843 | $2,819+213.7% | $2,125+316.2% | $6,401+38.1% |
| Admin fee / account holder | $748 | $2,587-71.1% | $2,132-64.9% | $11,431-93.5% |