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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 | $16,063 | $84,685-81.0% | $73,836-78.2% | $125,389-87.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.30% | 3123.80%-3127.1pp | 2268.06%-2271.4pp | 282.24%-285.5pp |
| Employer contribution / active EE | $1,189 | $3,123-61.9% | $2,787-57.4% | $4,866-75.6% |
| Participant deferral / active EE | $8,800 | $3,993+120.4% | $3,583+145.6% | $5,352+64.4% |
| Admin fee / account holder | $2,444 | $5,694-57.1% | $4,882-49.9% | $9,541-74.4% |