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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 | $8,126 | $92,766-91.2% | $82,763-90.2% | $134,545-94.0% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -12.05% | 946.97%-959.0pp | 702.45%-714.5pp | 418.37%-430.4pp |
| Employer contribution / active EE | $1,353 | $3,273-58.7% | $3,008-55.0% | $4,742-71.5% |
| Participant deferral / active EE | $1,466 | $4,802-69.5% | $4,395-66.6% | $6,401-77.1% |
| Admin fee / account holder | $1,485 | $5,978-75.2% | $5,325-72.1% | $11,431-87.0% |