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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 | $20,718 | $84,684-75.5% | $73,835-71.9% | $125,388-83.5% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -0.80% | 3123.93%-3124.7pp | 2268.13%-2268.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $1,043 | $3,123-66.6% | $2,788-62.6% | $4,866-78.6% |
| Participant deferral / active EE | $1,368 | $3,993-65.7% | $3,583-61.8% | $5,352-74.4% |
| Admin fee / account holder | $2,337 | $5,691-58.9% | $4,880-52.1% | $9,541-75.5% |