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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 | $21,686 | $92,766-76.6% | $82,763-73.8% | $134,545-83.9% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.7pp | 81.2%+11.1pp |
| Annual return | -12.14% | 946.97%-959.1pp | 702.45%-714.6pp | 418.37%-430.5pp |
| Employer contribution / active EE | $1,125 | $3,273-65.6% | $3,008-62.6% | $4,742-76.3% |
| Participant deferral / active EE | $1,572 | $4,802-67.3% | $4,395-64.2% | $6,401-75.4% |
| Admin fee / account holder | $875 | $5,978-85.4% | $5,325-83.6% | $11,431-92.3% |