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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 | $18,519 | $97,729-81.1% | $83,830-77.9% | $135,379-86.3% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -8.53% | 1287.52%-1296.0pp | 850.97%-859.5pp | 519.79%-528.3pp |
| Employer contribution / active EE | $9,694 | $4,222+129.6% | $3,631+167.0% | $4,779+102.8% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,049 | $6,674-69.3% | $5,479-62.6% | $10,828-81.1% |