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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 | $12,913 | $84,684-84.8% | $73,835-82.5% | $125,388-89.7% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -2.95% | 3123.93%-3126.9pp | 2268.13%-2271.1pp | 282.24%-285.2pp |
| Employer contribution / active EE | $1,877 | $3,123-39.9% | $2,788-32.7% | $4,866-61.4% |
| Participant deferral / active EE | $3,675 | $3,993-7.9% | $3,583+2.6% | $5,352-31.3% |
| Admin fee / account holder | $753 | $5,691-86.8% | $4,880-84.6% | $9,541-92.1% |