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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 | $31,639 | $84,628-62.6% | $61,501-48.6% | $134,545-76.5% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | -20.68% | 585.61%-606.3pp | 339.04%-359.7pp | 418.37%-439.0pp |
| Employer contribution / active EE | $1,844 | $1,545+19.3% | $1,160+59.0% | $4,742-61.1% |
| Participant deferral / active EE | $2,575 | $2,819-8.6% | $2,125+21.2% | $6,401-59.8% |
| Admin fee / account holder | $595 | $2,587-77.0% | $2,132-72.1% | $11,431-94.8% |