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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 | $9,555 | $104,116-90.8% | $71,089-86.6% | $135,380-92.9% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.6%+20.4pp | 82.6%-7.6pp |
| Annual return | -4.24% | 1256.51%-1260.8pp | 650.65%-654.9pp | 519.81%-524.0pp |
| Employer contribution / active EE | $1,579 | $1,485+6.3% | $1,088+45.1% | $4,779-67.0% |
| Participant deferral / active EE | $2,261 | $2,524-10.4% | $1,873+20.8% | $5,609-59.7% |
| Admin fee / account holder | $330 | $4,142-92.0% | $3,082-89.3% | $10,828-97.0% |