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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 | $14,480 | $92,743-84.4% | $82,744-82.5% | $134,532-89.2% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -16.80% | 946.63%-963.4pp | 702.22%-719.0pp | 418.27%-435.1pp |
| Employer contribution / active EE | $760 | $3,273-76.8% | $3,008-74.7% | $4,741-84.0% |
| Participant deferral / active EE | $2,863 | $4,802-40.4% | $4,395-34.8% | $6,401-55.3% |
| Admin fee / account holder | $403 | $5,977-93.3% | $5,325-92.4% | $11,429-96.5% |