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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 | $35,283 | $84,551-58.3% | $61,452-42.6% | $134,532-73.8% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -20.03% | 585.39%-605.4pp | 338.96%-359.0pp | 418.27%-438.3pp |
| Employer contribution / active EE | $1,731 | $1,545+12.1% | $1,160+49.3% | $4,741-63.5% |
| Participant deferral / active EE | $8,217 | $2,818+191.5% | $2,125+286.7% | $6,401+28.4% |
| Admin fee / account holder | $383 | $2,587-85.2% | $2,131-82.0% | $11,429-96.7% |