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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 | $53,788 | $90,606-40.6% | $79,466-32.3% | $135,379-60.3% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | -3.83% | 977.69%-981.5pp | 718.28%-722.1pp | 519.79%-523.6pp |
| Employer contribution / active EE | $634 | $3,068-79.3% | $2,800-77.4% | $4,779-86.7% |
| Participant deferral / active EE | $1,665 | $4,050-58.9% | $3,704-55.1% | $5,609-70.3% |
| Admin fee / account holder | $1,774 | $5,895-69.9% | $5,104-65.3% | $10,828-83.6% |