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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 | $26,468 | $92,743-71.5% | $82,744-68.0% | $134,532-80.3% |
| Participation rate | 95.8% | 75.2%+20.6pp | 72.6%+23.3pp | 81.2%+14.6pp |
| Annual return | -8.54% | 946.63%-955.2pp | 702.22%-710.8pp | 418.27%-426.8pp |
| Employer contribution / active EE | $2,828 | $3,273-13.6% | $3,008-6.0% | $4,741-40.4% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,045 | $5,977-82.5% | $5,325-80.4% | $11,429-90.9% |