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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 | $32,609 | $84,694-61.5% | $73,843-55.8% | $125,392-74.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.17% | 3123.66%-3124.8pp | 2267.91%-2269.1pp | 282.23%-283.4pp |
| Employer contribution / active EE | $1,043 | $3,123-66.6% | $2,787-62.6% | $4,866-78.6% |
| Participant deferral / active EE | $3,141 | $3,992-21.3% | $3,583-12.3% | $5,351-41.3% |
| Admin fee / account holder | $1,485 | $5,691-73.9% | $4,880-69.6% | $9,541-84.4% |