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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 | $15,194 | $84,685-82.1% | $73,836-79.4% | $125,389-87.9% |
| Participation rate | 77.8% | 76.8%+1.0pp | 73.4%+4.3pp | 83.2%-5.4pp |
| Annual return | -0.95% | 3123.80%-3124.7pp | 2268.06%-2269.0pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,693 | $3,123-45.8% | $2,787-39.3% | $4,866-65.2% |
| Participant deferral / active EE | $2,238 | $3,993-43.9% | $3,583-37.5% | $5,352-58.2% |
| Admin fee / account holder | $2,970 | $5,694-47.8% | $4,882-39.2% | $9,541-68.9% |