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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 | $41,357 | $90,607-54.4% | $79,467-48.0% | $135,380-69.5% |
| Participation rate | 93.3% | 76.0%+17.3pp | 73.3%+20.0pp | 82.6%+10.7pp |
| Annual return | -6.10% | 977.74%-983.8pp | 718.30%-724.4pp | 519.81%-525.9pp |
| Employer contribution / active EE | $1,624 | $3,068-47.1% | $2,800-42.0% | $4,779-66.0% |
| Participant deferral / active EE | $2,005 | $4,050-50.5% | $3,704-45.9% | $5,609-64.3% |
| Admin fee / account holder | $694 | $5,895-88.2% | $5,104-86.4% | $10,828-93.6% |