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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 | $17,688 | $90,607-80.5% | $79,467-77.7% | $135,380-86.9% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -6.88% | 977.74%-984.6pp | 718.30%-725.2pp | 519.81%-526.7pp |
| Employer contribution / active EE | $4,496 | $3,068+46.6% | $2,800+60.6% | $4,779-5.9% |
| Participant deferral / active EE | $2,790 | $4,050-31.1% | $3,704-24.7% | $5,609-50.3% |
| Admin fee / account holder | $2,962 | $5,895-49.8% | $5,104-42.0% | $10,828-72.6% |