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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 | $85,038 | $106,549-20.2% | $91,225-6.8% | $134,509-36.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.85% | 160.73%-174.6pp | 114.10%-127.9pp | 418.13%-432.0pp |
| Employer contribution / active EE | $333 | $3,331-90.0% | $2,851-88.3% | $4,741-93.0% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $769 | $6,234-87.7% | $5,422-85.8% | $11,427-93.3% |