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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 | $9,473 | $67,372-85.9% | $60,906-84.4% | $134,532-93.0% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.1%+17.8pp | 81.2%+9.7pp |
| Annual return | -13.86% | 50.05%-63.9pp | 16.94%-30.8pp | 418.27%-432.1pp |
| Employer contribution / active EE | $1,321 | $3,099-57.4% | $2,703-51.1% | $4,741-72.1% |
| Participant deferral / active EE | $0 | $4,532-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $972 | $4,588-78.8% | $3,227-69.9% | $11,429-91.5% |