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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 | $23,619 | $84,628-72.1% | $61,501-61.6% | $134,545-82.4% |
| Participation rate | 90.9% | 62.2%+28.7pp | 52.6%+38.3pp | 81.2%+9.7pp |
| Annual return | -9.98% | 585.61%-595.6pp | 339.04%-349.0pp | 418.37%-428.4pp |
| Employer contribution / active EE | $1,494 | $1,545-3.3% | $1,160+28.8% | $4,742-68.5% |
| Participant deferral / active EE | $3,565 | $2,819+26.5% | $2,125+67.8% | $6,401-44.3% |
| Admin fee / account holder | $558 | $2,587-78.4% | $2,132-73.8% | $11,431-95.1% |