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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 | $22,200 | $90,607-75.5% | $79,467-72.1% | $135,380-83.6% |
| Participation rate | 93.3% | 76.0%+17.3pp | 73.3%+20.0pp | 82.6%+10.7pp |
| Annual return | -4.56% | 977.74%-982.3pp | 718.30%-722.9pp | 519.81%-524.4pp |
| Employer contribution / active EE | $456 | $3,068-85.2% | $2,800-83.7% | $4,779-90.5% |
| Participant deferral / active EE | $733 | $4,050-81.9% | $3,704-80.2% | $5,609-86.9% |
| Admin fee / account holder | $2,032 | $5,895-65.5% | $5,104-60.2% | $10,828-81.2% |