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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 | $50,037 | $84,685-40.9% | $73,836-32.2% | $125,389-60.1% |
| Participation rate | 91.7% | 76.8%+14.9pp | 73.4%+18.2pp | 83.2%+8.5pp |
| Annual return | -1.99% | 3123.80%-3125.8pp | 2268.06%-2270.0pp | 282.24%-284.2pp |
| Employer contribution / active EE | $2,044 | $3,123-34.5% | $2,787-26.7% | $4,866-58.0% |
| Participant deferral / active EE | $4,584 | $3,993+14.8% | $3,583+27.9% | $5,352-14.4% |
| Admin fee / account holder | $1,205 | $5,694-78.8% | $4,882-75.3% | $9,541-87.4% |