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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 | $17,938 | $90,607-80.2% | $79,467-77.4% | $135,380-86.7% |
| Participation rate | 82.6% | 76.0%+6.6pp | 73.3%+9.3pp | 82.6%0pp |
| Annual return | -6.15% | 977.74%-983.9pp | 718.30%-724.5pp | 519.81%-526.0pp |
| Employer contribution / active EE | $491 | $3,068-84.0% | $2,800-82.5% | $4,779-89.7% |
| Participant deferral / active EE | $1,296 | $4,050-68.0% | $3,704-65.0% | $5,609-76.9% |
| Admin fee / account holder | $794 | $5,895-86.5% | $5,104-84.4% | $10,828-92.7% |