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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 | $27,059 | $84,697-68.1% | $73,845-63.4% | $125,393-78.4% |
| Participation rate | 77.8% | 76.8%+1.0pp | 73.4%+4.3pp | 83.2%-5.4pp |
| Annual return | -1.44% | 3123.66%-3125.1pp | 2267.91%-2269.4pp | 282.23%-283.7pp |
| Employer contribution / active EE | $460 | $3,123-85.3% | $2,788-83.5% | $4,866-90.6% |
| Participant deferral / active EE | $2,384 | $3,993-40.3% | $3,583-33.5% | $5,351-55.5% |
| Admin fee / account holder | $21,581 | $5,692+279.2% | $4,881+342.2% | $9,541+126.2% |