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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 | $22,965 | $104,116-77.9% | $71,089-67.7% | $135,380-83.0% |
| Participation rate | 72.7% | 65.7%+7.1pp | 54.6%+18.1pp | 82.6%-9.9pp |
| Annual return | -8.90% | 1256.51%-1265.4pp | 650.65%-659.6pp | 519.81%-528.7pp |
| Employer contribution / active EE | $1,918 | $1,485+29.2% | $1,088+76.4% | $4,779-59.9% |
| Participant deferral / active EE | $6,868 | $2,524+172.1% | $1,873+266.8% | $5,609+22.4% |
| Admin fee / account holder | $545 | $4,142-86.9% | $3,082-82.3% | $10,828-95.0% |