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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 | $59,152 | $92,743-36.2% | $82,744-28.5% | $134,532-56.0% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -14.95% | 946.63%-961.6pp | 702.22%-717.2pp | 418.27%-433.2pp |
| Employer contribution / active EE | $1,015 | $3,273-69.0% | $3,008-66.3% | $4,741-78.6% |
| Participant deferral / active EE | $5,276 | $4,802+9.9% | $4,395+20.1% | $6,401-17.6% |
| Admin fee / account holder | $17,733 | $5,977+196.7% | $5,325+233.0% | $11,429+55.2% |