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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 | $26,901 | $84,684-68.2% | $73,835-63.6% | $125,388-78.5% |
| Participation rate | 91.7% | 76.8%+14.9pp | 73.4%+18.2pp | 83.2%+8.5pp |
| Annual return | -0.92% | 3123.93%-3124.9pp | 2268.13%-2269.0pp | 282.24%-283.2pp |
| Employer contribution / active EE | $3,626 | $3,123+16.1% | $2,788+30.1% | $4,866-25.5% |
| Participant deferral / active EE | $2,747 | $3,993-31.2% | $3,583-23.3% | $5,352-48.7% |
| Admin fee / account holder | $1,617 | $5,691-71.6% | $4,880-66.9% | $9,541-83.1% |