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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 | $62,510 | $84,628-26.1% | $61,501+1.6% | $134,545-53.5% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | -19.25% | 585.61%-604.9pp | 339.04%-358.3pp | 418.37%-437.6pp |
| Employer contribution / active EE | $1,169 | $1,545-24.4% | $1,160+0.8% | $4,742-75.4% |
| Participant deferral / active EE | $5,557 | $2,819+97.1% | $2,125+161.5% | $6,401-13.2% |
| Admin fee / account holder | $940 | $2,587-63.7% | $2,132-55.9% | $11,431-91.8% |