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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 | $21,196 | $84,684-75.0% | $73,835-71.3% | $125,388-83.1% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.4%+6.6pp | 83.2%-3.2pp |
| Annual return | -0.48% | 3123.93%-3124.4pp | 2268.13%-2268.6pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,946 | $3,123-37.7% | $2,788-30.2% | $4,866-60.0% |
| Participant deferral / active EE | $3,504 | $3,993-12.2% | $3,583-2.2% | $5,352-34.5% |
| Admin fee / account holder | $2,986 | $5,691-47.5% | $4,880-38.8% | $9,541-68.7% |