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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 | $24,112 | $84,551-71.5% | $61,452-60.8% | $134,532-82.1% |
| Participation rate | 70.0% | 62.2%+7.8pp | 52.6%+17.4pp | 81.2%-11.2pp |
| Annual return | -13.18% | 585.39%-598.6pp | 338.96%-352.1pp | 418.27%-431.4pp |
| Employer contribution / active EE | $6,984 | $1,545+352.1% | $1,160+502.3% | $4,741+47.3% |
| Participant deferral / active EE | $4,482 | $2,818+59.0% | $2,125+111.0% | $6,401-30.0% |
| Admin fee / account holder | $337 | $2,587-87.0% | $2,131-84.2% | $11,429-97.0% |