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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 | $32,148 | $84,551-62.0% | $61,452-47.7% | $134,532-76.1% |
| Participation rate | 78.6% | 62.2%+16.4pp | 52.6%+26.0pp | 81.2%-2.7pp |
| Annual return | -19.12% | 585.39%-604.5pp | 338.96%-358.1pp | 418.27%-437.4pp |
| Employer contribution / active EE | $6,357 | $1,545+311.5% | $1,160+448.2% | $4,741+34.1% |
| Participant deferral / active EE | $5,411 | $2,818+92.0% | $2,125+154.7% | $6,401-15.5% |
| Admin fee / account holder | $1,974 | $2,587-23.7% | $2,131-7.4% | $11,429-82.7% |