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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 | $22,033 | $84,684-74.0% | $73,835-70.2% | $125,388-82.4% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -1.71% | 3123.93%-3125.6pp | 2268.13%-2269.8pp | 282.24%-284.0pp |
| Employer contribution / active EE | $2,315 | $3,123-25.9% | $2,788-17.0% | $4,866-52.4% |
| Participant deferral / active EE | $5,289 | $3,993+32.5% | $3,583+47.6% | $5,352-1.2% |
| Admin fee / account holder | $859 | $5,691-84.9% | $4,880-82.4% | $9,541-91.0% |