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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 | $39,380 | $84,685-53.5% | $73,836-46.7% | $125,389-68.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.28% | 3123.80%-3127.1pp | 2268.06%-2271.3pp | 282.24%-285.5pp |
| Employer contribution / active EE | $2,366 | $3,123-24.2% | $2,787-15.1% | $4,866-51.4% |
| Participant deferral / active EE | $3,141 | $3,993-21.3% | $3,583-12.3% | $5,352-41.3% |
| Admin fee / account holder | $1,153 | $5,694-79.8% | $4,882-76.4% | $9,541-87.9% |