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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 | $58,171 | $84,464-31.1% | $61,399-5.3% | $134,509-56.8% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | -18.49% | 585.06%-603.6pp | 338.81%-357.3pp | 418.13%-436.6pp |
| Employer contribution / active EE | $1,247 | $1,545-19.3% | $1,159+7.5% | $4,741-73.7% |
| Participant deferral / active EE | $6,235 | $2,818+121.2% | $2,124+193.5% | $6,400-2.6% |
| Admin fee / account holder | $312 | $2,587-88.0% | $2,131-85.4% | $11,427-97.3% |