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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 | $27,600 | $90,606-69.5% | $79,466-65.3% | $135,379-79.6% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -2.27% | 977.69%-980.0pp | 718.28%-720.5pp | 519.79%-522.1pp |
| Employer contribution / active EE | $657 | $3,068-78.6% | $2,800-76.5% | $4,779-86.2% |
| Participant deferral / active EE | $7,306 | $4,050+80.4% | $3,704+97.3% | $5,609+30.3% |
| Admin fee / account holder | $12,832 | $5,895+117.7% | $5,104+151.4% | $10,828+18.5% |