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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 | $27,540 | $90,607-69.6% | $79,467-65.3% | $135,380-79.7% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -4.59% | 977.74%-982.3pp | 718.30%-722.9pp | 519.81%-524.4pp |
| Employer contribution / active EE | $786 | $3,068-74.4% | $2,800-71.9% | $4,779-83.6% |
| Participant deferral / active EE | $1,333 | $4,050-67.1% | $3,704-64.0% | $5,609-76.2% |
| Admin fee / account holder | $472 | $5,895-92.0% | $5,104-90.8% | $10,828-95.6% |