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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 | $9,521 | $90,617-89.5% | $79,476-88.0% | $135,382-93.0% |
| Participation rate | 94.7% | 76.1%+18.7pp | 73.3%+21.4pp | 82.6%+12.1pp |
| Annual return | -9.20% | 977.57%-986.8pp | 718.21%-727.4pp | 519.77%-529.0pp |
| Employer contribution / active EE | $1,401 | $3,068-54.3% | $2,800-50.0% | $4,779-70.7% |
| Participant deferral / active EE | $3,111 | $4,050-23.2% | $3,704-16.0% | $5,609-44.5% |
| Admin fee / account holder | $323 | $5,907-94.5% | $5,113-93.7% | $10,829-97.0% |