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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 | $17,029 | $84,684-79.9% | $73,835-76.9% | $125,388-86.4% |
| Participation rate | 76.2% | 76.8%-0.6pp | 73.4%+2.7pp | 83.2%-7.0pp |
| Annual return | -1.28% | 3123.93%-3125.2pp | 2268.13%-2269.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $1,728 | $3,123-44.7% | $2,788-38.0% | $4,866-64.5% |
| Participant deferral / active EE | $771 | $3,993-80.7% | $3,583-78.5% | $5,352-85.6% |
| Admin fee / account holder | $4,632 | $5,691-18.6% | $4,880-5.1% | $9,541-51.5% |