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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 | $40,644 | $84,685-52.0% | $73,836-45.0% | $125,389-67.6% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.4%+14.1pp | 83.2%+4.3pp |
| Annual return | -2.01% | 3123.80%-3125.8pp | 2268.06%-2270.1pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,383 | $3,123-55.7% | $2,787-50.4% | $4,866-71.6% |
| Participant deferral / active EE | $2,349 | $3,993-41.2% | $3,583-34.4% | $5,352-56.1% |
| Admin fee / account holder | $1,660 | $5,694-70.8% | $4,882-66.0% | $9,541-82.6% |