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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 | $39,210 | $92,743-57.7% | $82,744-52.6% | $134,532-70.9% |
| Participation rate | 84.2% | 75.2%+9.0pp | 72.6%+11.6pp | 81.2%+3.0pp |
| Annual return | -9.69% | 946.63%-956.3pp | 702.22%-711.9pp | 418.27%-428.0pp |
| Employer contribution / active EE | $1,946 | $3,273-40.5% | $3,008-35.3% | $4,741-58.9% |
| Participant deferral / active EE | $2,090 | $4,802-56.5% | $4,395-52.4% | $6,401-67.3% |
| Admin fee / account holder | $428 | $5,977-92.8% | $5,325-92.0% | $11,429-96.3% |