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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 | $19,490 | $84,685-77.0% | $73,836-73.6% | $125,389-84.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.09% | 3123.80%-3123.9pp | 2268.06%-2268.1pp | 282.24%-282.3pp |
| Employer contribution / active EE | $1,425 | $3,123-54.4% | $2,787-48.9% | $4,866-70.7% |
| Participant deferral / active EE | $3,830 | $3,993-4.1% | $3,583+6.9% | $5,352-28.4% |
| Admin fee / account holder | $13,812 | $5,694+142.6% | $4,882+182.9% | $9,541+44.8% |