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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 | $17,275 | $84,685-79.6% | $73,836-76.6% | $125,389-86.2% |
| Participation rate | 95.5% | 76.8%+18.7pp | 73.4%+22.0pp | 83.2%+12.3pp |
| Annual return | -2.99% | 3123.80%-3126.8pp | 2268.06%-2271.0pp | 282.24%-285.2pp |
| Employer contribution / active EE | $1,369 | $3,123-56.2% | $2,787-50.9% | $4,866-71.9% |
| Participant deferral / active EE | $1,643 | $3,993-58.9% | $3,583-54.1% | $5,352-69.3% |
| Admin fee / account holder | $541 | $5,694-90.5% | $4,882-88.9% | $9,541-94.3% |