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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 | $61,634 | $84,685-27.2% | $73,836-16.5% | $125,389-50.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.22% | 3123.80%-3124.0pp | 2268.06%-2268.3pp | 282.24%-282.5pp |
| Employer contribution / active EE | $812 | $3,123-74.0% | $2,787-70.9% | $4,866-83.3% |
| Participant deferral / active EE | $5,689 | $3,993+42.5% | $3,583+58.8% | $5,352+6.3% |
| Admin fee / account holder | $1,063 | $5,694-81.3% | $4,882-78.2% | $9,541-88.9% |