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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 | $33,098 | $90,607-63.5% | $79,467-58.3% | $135,380-75.6% |
| Participation rate | 78.9% | 76.0%+2.9pp | 73.3%+5.6pp | 82.6%-3.7pp |
| Annual return | -5.26% | 977.74%-983.0pp | 718.30%-723.6pp | 519.81%-525.1pp |
| Employer contribution / active EE | $388 | $3,068-87.3% | $2,800-86.1% | $4,779-91.9% |
| Participant deferral / active EE | $2,335 | $4,050-42.3% | $3,704-36.9% | $5,609-58.4% |
| Admin fee / account holder | $7,605 | $5,895+29.0% | $5,104+49.0% | $10,828-29.8% |