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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 | $28,203 | $90,607-68.9% | $79,467-64.5% | $135,380-79.2% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | -8.20% | 977.74%-985.9pp | 718.30%-726.5pp | 519.81%-528.0pp |
| Employer contribution / active EE | $3,965 | $3,068+29.3% | $2,800+41.6% | $4,779-17.0% |
| Participant deferral / active EE | $3,287 | $4,050-18.9% | $3,704-11.3% | $5,609-41.4% |
| Admin fee / account holder | $1,217 | $5,895-79.4% | $5,104-76.2% | $10,828-88.8% |