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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 | $24,064 | $84,628-71.6% | $61,501-60.9% | $134,545-82.1% |
| Participation rate | 77.8% | 62.2%+15.6pp | 52.6%+25.2pp | 81.2%-3.5pp |
| Annual return | -15.61% | 585.61%-601.2pp | 339.04%-354.7pp | 418.37%-434.0pp |
| Employer contribution / active EE | $1,465 | $1,545-5.2% | $1,160+26.3% | $4,742-69.1% |
| Participant deferral / active EE | $5,054 | $2,819+79.3% | $2,125+137.9% | $6,401-21.1% |
| Admin fee / account holder | $1,658 | $2,587-35.9% | $2,132-22.2% | $11,431-85.5% |