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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 | $15,934 | $90,606-82.4% | $79,466-79.9% | $135,379-88.2% |
| Participation rate | 94.1% | 76.0%+18.1pp | 73.3%+20.8pp | 82.6%+11.5pp |
| Annual return | -4.56% | 977.69%-982.3pp | 718.28%-722.8pp | 519.79%-524.3pp |
| Employer contribution / active EE | $744 | $3,068-75.8% | $2,800-73.4% | $4,779-84.4% |
| Participant deferral / active EE | $948 | $4,050-76.6% | $3,704-74.4% | $5,609-83.1% |
| Admin fee / account holder | $1,336 | $5,895-77.3% | $5,104-73.8% | $10,828-87.7% |