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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 | $29,281 | $84,685-65.4% | $73,836-60.3% | $125,389-76.6% |
| Participation rate | 78.6% | 76.8%+1.8pp | 73.4%+5.1pp | 83.2%-4.6pp |
| Annual return | -0.17% | 3123.80%-3124.0pp | 2268.06%-2268.2pp | 282.24%-282.4pp |
| Employer contribution / active EE | $390 | $3,123-87.5% | $2,787-86.0% | $4,866-92.0% |
| Participant deferral / active EE | $1,226 | $3,993-69.3% | $3,583-65.8% | $5,352-77.1% |
| Admin fee / account holder | $13,223 | $5,694+132.2% | $4,882+170.9% | $9,541+38.6% |