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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 | $26,058 | $84,685-69.2% | $73,836-64.7% | $125,389-79.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.77% | 3123.80%-3124.6pp | 2268.06%-2268.8pp | 282.24%-283.0pp |
| Employer contribution / active EE | $476 | $3,123-84.8% | $2,787-82.9% | $4,866-90.2% |
| Participant deferral / active EE | $1,196 | $3,993-70.1% | $3,583-66.6% | $5,352-77.7% |
| Admin fee / account holder | $21,683 | $5,694+280.8% | $4,882+344.2% | $9,541+127.3% |