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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 | $26,224 | $84,684-69.0% | $73,835-64.5% | $125,388-79.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.17% | 3123.93%-3126.1pp | 2268.13%-2270.3pp | 282.24%-284.4pp |
| Employer contribution / active EE | $4,027 | $3,123+28.9% | $2,788+44.4% | $4,866-17.3% |
| Participant deferral / active EE | $6,308 | $3,993+58.0% | $3,583+76.1% | $5,352+17.9% |
| Admin fee / account holder | $2,820 | $5,691-50.5% | $4,880-42.2% | $9,541-70.4% |