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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 | $6,923 | $84,464-91.8% | $61,399-88.7% | $134,509-94.9% |
| Participation rate | 81.3% | 62.2%+19.1pp | 52.6%+28.7pp | 81.2%0pp |
| Annual return | -13.91% | 585.06%-599.0pp | 338.81%-352.7pp | 418.13%-432.0pp |
| Employer contribution / active EE | $289 | $1,545-81.3% | $1,159-75.0% | $4,741-93.9% |
| Participant deferral / active EE | $401 | $2,818-85.8% | $2,124-81.1% | $6,400-93.7% |
| Admin fee / account holder | $5,751 | $2,587+122.3% | $2,131+169.9% | $11,427-49.7% |