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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 | $8,241 | $106,551-92.3% | $91,225-91.0% | $134,532-93.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.43% | 160.78%-178.2pp | 114.12%-131.5pp | 418.27%-435.7pp |
| Employer contribution / active EE | $673 | $3,331-79.8% | $2,851-76.4% | $4,741-85.8% |
| Participant deferral / active EE | $1,958 | $4,718-58.5% | $4,233-53.7% | $6,401-69.4% |
| Admin fee / account holder | $523 | $6,234-91.6% | $5,422-90.4% | $11,429-95.4% |