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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 | $12,189 | $84,551-85.6% | $61,452-80.2% | $134,532-90.9% |
| Participation rate | 88.9% | 62.2%+26.7pp | 52.6%+36.3pp | 81.2%+7.7pp |
| Annual return | -17.51% | 585.39%-602.9pp | 338.96%-356.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $886 | $1,545-42.6% | $1,160-23.6% | $4,741-81.3% |
| Participant deferral / active EE | $1,149 | $2,818-59.2% | $2,125-45.9% | $6,401-82.0% |
| Admin fee / account holder | $77,670 | $2,587+2901.8% | $2,131+3544.8% | $11,429+579.6% |