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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 | $84,447-26.0% | $61,389+1.8% | $134,493-53.5% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | -19.25% | 584.84%-604.1pp | 338.73%-358.0pp | 418.01%-437.3pp |
| Employer contribution / active EE | $1,169 | $1,545-24.4% | $1,160+0.8% | $4,740-75.3% |
| Participant deferral / active EE | $5,557 | $2,819+97.1% | $2,125+161.5% | $6,400-13.2% |
| Admin fee / account holder | $940 | $2,587-63.6% | $2,130-55.9% | $11,425-91.8% |