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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 | $13,729 | $84,684-83.8% | $73,835-81.4% | $125,388-89.1% |
| Participation rate | 81.3% | 76.8%+4.5pp | 73.4%+7.8pp | 83.2%-1.9pp |
| Annual return | -1.66% | 3123.93%-3125.6pp | 2268.13%-2269.8pp | 282.24%-283.9pp |
| Employer contribution / active EE | $1,574 | $3,123-49.6% | $2,788-43.5% | $4,866-67.6% |
| Participant deferral / active EE | $2,902 | $3,993-27.3% | $3,583-19.0% | $5,352-45.8% |
| Admin fee / account holder | $1,188 | $5,691-79.1% | $4,880-75.7% | $9,541-87.5% |