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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 | $69,418 | $84,551-17.9% | $61,452+13.0% | $134,532-48.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -20.47% | 585.39%-605.9pp | 338.96%-359.4pp | 418.27%-438.7pp |
| Employer contribution / active EE | $2,063 | $1,545+33.6% | $1,160+77.9% | $4,741-56.5% |
| Participant deferral / active EE | $7,905 | $2,818+180.5% | $2,125+272.1% | $6,401+23.5% |
| Admin fee / account holder | $2,747 | $2,587+6.2% | $2,131+28.9% | $11,429-76.0% |