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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 | $20,562 | $90,607-77.3% | $79,467-74.1% | $135,380-84.8% |
| Participation rate | 93.8% | 76.0%+17.7pp | 73.3%+20.4pp | 82.6%+11.1pp |
| Annual return | -5.18% | 977.74%-982.9pp | 718.30%-723.5pp | 519.81%-525.0pp |
| Employer contribution / active EE | $856 | $3,068-72.1% | $2,800-69.4% | $4,779-82.1% |
| Participant deferral / active EE | $2,434 | $4,050-39.9% | $3,704-34.3% | $5,609-56.6% |
| Admin fee / account holder | $8,926 | $5,895+51.4% | $5,104+74.9% | $10,828-17.6% |