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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 | $23,127 | $90,607-74.5% | $79,467-70.9% | $135,380-82.9% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -6.18% | 977.74%-983.9pp | 718.30%-724.5pp | 519.81%-526.0pp |
| Employer contribution / active EE | $2,342 | $3,068-23.7% | $2,800-16.4% | $4,779-51.0% |
| Participant deferral / active EE | $2,188 | $4,050-46.0% | $3,704-40.9% | $5,609-61.0% |
| Admin fee / account holder | $1,313 | $5,895-77.7% | $5,104-74.3% | $10,828-87.9% |