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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 | $20,615 | $84,685-75.7% | $73,836-72.1% | $125,389-83.6% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.4%+6.6pp | 83.2%-3.2pp |
| Annual return | -1.21% | 3123.80%-3125.0pp | 2268.06%-2269.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $609 | $3,123-80.5% | $2,787-78.1% | $4,866-87.5% |
| Participant deferral / active EE | $1,427 | $3,993-64.3% | $3,583-60.2% | $5,352-73.3% |
| Admin fee / account holder | $3,273 | $5,694-42.5% | $4,882-33.0% | $9,541-65.7% |