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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 | $11,233 | $92,743-87.9% | $82,744-86.4% | $134,532-91.7% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -14.67% | 946.63%-961.3pp | 702.22%-716.9pp | 418.27%-432.9pp |
| Employer contribution / active EE | $3,679 | $3,273+12.4% | $3,008+22.3% | $4,741-22.4% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $718 | $5,977-88.0% | $5,325-86.5% | $11,429-93.7% |