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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 | $14,686 | $92,766-84.2% | $82,763-82.3% | $134,545-89.1% |
| Participation rate | 70.8% | 75.2%-4.4pp | 72.6%-1.7pp | 81.2%-10.4pp |
| Annual return | -18.36% | 946.97%-965.3pp | 702.45%-720.8pp | 418.37%-436.7pp |
| Employer contribution / active EE | $808 | $3,273-75.3% | $3,008-73.2% | $4,742-83.0% |
| Participant deferral / active EE | $3,030 | $4,802-36.9% | $4,395-31.1% | $6,401-52.7% |
| Admin fee / account holder | $3,352 | $5,978-43.9% | $5,325-37.1% | $11,431-70.7% |