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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 | $33,659 | $45,152-25.5% | $73,835-54.4% | $59,633-43.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.48% | 27.40%-27.9pp | 2268.13%-2268.6pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $6,387 | $1,901+235.9% | $2,788+129.1% | $2,203+190.0% |
| Participant deferral / active EE | $2,578 | $2,573+0.2% | $3,583-28.0% | $3,192-19.2% |
| Admin fee / account holder | $16,897 | $3,515+380.8% | $4,880+246.3% | $4,297+293.2% |