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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 | $46,295 | $84,685-45.3% | $73,836-37.3% | $125,389-63.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.25% | 3123.80%-3125.0pp | 2268.06%-2269.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $651 | $3,123-79.2% | $2,787-76.6% | $4,866-86.6% |
| Participant deferral / active EE | $1,507 | $3,993-62.3% | $3,583-57.9% | $5,352-71.8% |
| Admin fee / account holder | $4,469 | $5,694-21.5% | $4,882-8.5% | $9,541-53.2% |