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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 | $29,631 | $90,606-67.3% | $79,466-62.7% | $135,379-78.1% |
| Participation rate | 81.0% | 76.0%+4.9pp | 73.3%+7.6pp | 82.6%-1.7pp |
| Annual return | -8.14% | 977.69%-985.8pp | 718.28%-726.4pp | 519.79%-527.9pp |
| Employer contribution / active EE | $2,063 | $3,068-32.8% | $2,800-26.3% | $4,779-56.8% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,148 | $5,895-80.5% | $5,104-77.5% | $10,828-89.4% |