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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 | $22,381 | $84,685-73.6% | $73,836-69.7% | $125,389-82.2% |
| Participation rate | 81.8% | 76.8%+5.1pp | 73.4%+8.4pp | 83.2%-1.4pp |
| Annual return | -0.09% | 3123.80%-3123.9pp | 2268.06%-2268.1pp | 282.24%-282.3pp |
| Employer contribution / active EE | $1,976 | $3,123-36.7% | $2,787-29.1% | $4,866-59.4% |
| Participant deferral / active EE | $2,878 | $3,993-27.9% | $3,583-19.7% | $5,352-46.2% |
| Admin fee / account holder | $12,151 | $5,694+113.4% | $4,882+148.9% | $9,541+27.4% |