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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 | $35,547 | $99,644-64.3% | $86,438-58.9% | $134,532-73.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.35% | 6787.26%-6796.6pp | 4397.19%-4406.5pp | 418.27%-427.6pp |
| Employer contribution / active EE | $1,793 | $4,402-59.3% | $3,769-52.4% | $4,741-62.2% |
| Participant deferral / active EE | $3,794 | $7,247-47.7% | $6,952-45.4% | $6,401-40.7% |
| Admin fee / account holder | $32,388 | $8,375+286.7% | $6,733+381.0% | $11,429+183.4% |