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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 | $21,582 | $90,617-76.2% | $79,476-72.8% | $135,382-84.1% |
| Participation rate | 95.2% | 76.1%+19.2pp | 73.3%+21.9pp | 82.6%+12.6pp |
| Annual return | -7.97% | 977.57%-985.5pp | 718.21%-726.2pp | 519.77%-527.7pp |
| Employer contribution / active EE | $889 | $3,068-71.0% | $2,800-68.3% | $4,779-81.4% |
| Participant deferral / active EE | $3,279 | $4,050-19.1% | $3,704-11.5% | $5,609-41.5% |
| Admin fee / account holder | $2,173 | $5,907-63.2% | $5,113-57.5% | $10,829-79.9% |