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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 | $76,855 | $84,628-9.2% | $61,501+25.0% | $134,545-42.9% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | -14.71% | 585.61%-600.3pp | 339.04%-353.8pp | 418.37%-433.1pp |
| Employer contribution / active EE | $1,957 | $1,545+26.7% | $1,160+68.8% | $4,742-58.7% |
| Participant deferral / active EE | $10,924 | $2,819+287.6% | $2,125+414.1% | $6,401+70.6% |
| Admin fee / account holder | $1,225 | $2,587-52.6% | $2,132-42.5% | $11,431-89.3% |