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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 | $19,034 | $92,743-79.5% | $82,744-77.0% | $134,532-85.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -16.60% | 946.63%-963.2pp | 702.22%-718.8pp | 418.27%-434.9pp |
| Employer contribution / active EE | $2,449 | $3,273-25.2% | $3,008-18.6% | $4,741-48.3% |
| Participant deferral / active EE | $6,995 | $4,802+45.7% | $4,395+59.2% | $6,401+9.3% |
| Admin fee / account holder | $7,805 | $5,977+30.6% | $5,325+46.6% | $11,429-31.7% |