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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 | $17,746 | $90,607-80.4% | $79,467-77.7% | $135,380-86.9% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -8.15% | 977.74%-985.9pp | 718.30%-726.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $1,152 | $3,068-62.4% | $2,800-58.8% | $4,779-75.9% |
| Participant deferral / active EE | $3,645 | $4,050-10.0% | $3,704-1.6% | $5,609-35.0% |
| Admin fee / account holder | $370 | $5,895-93.7% | $5,104-92.8% | $10,828-96.6% |