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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 | $9,696 | $90,607-89.3% | $79,467-87.8% | $135,380-92.8% |
| Participation rate | 92.9% | 76.0%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | -3.89% | 977.74%-981.6pp | 718.30%-722.2pp | 519.81%-523.7pp |
| Employer contribution / active EE | $746 | $3,068-75.7% | $2,800-73.4% | $4,779-84.4% |
| Participant deferral / active EE | $782 | $4,050-80.7% | $3,704-78.9% | $5,609-86.1% |
| Admin fee / account holder | $420 | $5,895-92.9% | $5,104-91.8% | $10,828-96.1% |