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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 | $22,573 | $92,766-75.7% | $82,763-72.7% | $134,545-83.2% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -15.53% | 946.97%-962.5pp | 702.45%-718.0pp | 418.37%-433.9pp |
| Employer contribution / active EE | $1,178 | $3,273-64.0% | $3,008-60.8% | $4,742-75.2% |
| Participant deferral / active EE | $1,841 | $4,802-61.7% | $4,395-58.1% | $6,401-71.2% |
| Admin fee / account holder | $1,016 | $5,978-83.0% | $5,325-80.9% | $11,431-91.1% |