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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 | $30,251 | $84,685-64.3% | $73,836-59.0% | $125,389-75.9% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -3.56% | 3123.80%-3127.4pp | 2268.06%-2271.6pp | 282.24%-285.8pp |
| Employer contribution / active EE | $1,730 | $3,123-44.6% | $2,787-38.0% | $4,866-64.5% |
| Participant deferral / active EE | $3,911 | $3,993-2.0% | $3,583+9.2% | $5,352-26.9% |
| Admin fee / account holder | $558 | $5,694-90.2% | $4,882-88.6% | $9,541-94.2% |