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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 | $31,684 | $84,694-62.6% | $73,843-57.1% | $125,392-74.7% |
| Participation rate | 76.2% | 76.8%-0.6pp | 73.4%+2.7pp | 83.2%-7.0pp |
| Annual return | -1.54% | 3123.66%-3125.2pp | 2267.91%-2269.5pp | 282.23%-283.8pp |
| Employer contribution / active EE | $2,238 | $3,123-28.3% | $2,787-19.7% | $4,866-54.0% |
| Participant deferral / active EE | $2,730 | $3,992-31.6% | $3,583-23.8% | $5,351-49.0% |
| Admin fee / account holder | $950 | $5,691-83.3% | $4,880-80.5% | $9,541-90.0% |