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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 | $12,247 | $92,766-86.8% | $82,763-85.2% | $134,545-90.9% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -19.88% | 946.97%-966.9pp | 702.45%-722.3pp | 418.37%-438.2pp |
| Employer contribution / active EE | $830 | $3,273-74.7% | $3,008-72.4% | $4,742-82.5% |
| Participant deferral / active EE | $1,834 | $4,802-61.8% | $4,395-58.3% | $6,401-71.3% |
| Admin fee / account holder | $1,242 | $5,978-79.2% | $5,325-76.7% | $11,431-89.1% |