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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 | $6,692 | $67,372-90.1% | $60,906-89.0% | $134,532-95.0% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.1%+17.8pp | 81.2%+9.7pp |
| Annual return | -5.86% | 50.05%-55.9pp | 16.94%-22.8pp | 418.27%-424.1pp |
| Employer contribution / active EE | $519 | $3,099-83.3% | $2,703-80.8% | $4,741-89.1% |
| Participant deferral / active EE | $0 | $4,532-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $804 | $4,588-82.5% | $3,227-75.1% | $11,429-93.0% |