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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 | $23,832 | $84,684-71.9% | $73,835-67.7% | $125,388-81.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.26% | 3123.93%-3126.2pp | 2268.13%-2270.4pp | 282.24%-284.5pp |
| Employer contribution / active EE | $4,471 | $3,123+43.1% | $2,788+60.4% | $4,866-8.1% |
| Participant deferral / active EE | $2,577 | $3,993-35.5% | $3,583-28.1% | $5,352-51.9% |
| Admin fee / account holder | $1,535 | $5,691-73.0% | $4,880-68.5% | $9,541-83.9% |