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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 | $12,193 | $90,607-86.5% | $79,467-84.7% | $135,380-91.0% |
| Participation rate | 90.5% | 76.0%+14.4pp | 73.3%+17.1pp | 82.6%+7.8pp |
| Annual return | -6.54% | 977.74%-984.3pp | 718.30%-724.8pp | 519.81%-526.3pp |
| Employer contribution / active EE | $263 | $3,068-91.4% | $2,800-90.6% | $4,779-94.5% |
| Participant deferral / active EE | $1,469 | $4,050-63.7% | $3,704-60.4% | $5,609-73.8% |
| Admin fee / account holder | $732 | $5,895-87.6% | $5,104-85.7% | $10,828-93.2% |