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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 | $35,592 | $84,685-58.0% | $73,836-51.8% | $125,389-71.6% |
| Participation rate | 95.2% | 76.8%+18.5pp | 73.4%+21.8pp | 83.2%+12.0pp |
| Annual return | -0.98% | 3123.80%-3124.8pp | 2268.06%-2269.0pp | 282.24%-283.2pp |
| Employer contribution / active EE | $4,563 | $3,123+46.1% | $2,787+63.7% | $4,866-6.2% |
| Participant deferral / active EE | $6,543 | $3,993+63.9% | $3,583+82.6% | $5,352+22.3% |
| Admin fee / account holder | $2,268 | $5,694-60.2% | $4,882-53.5% | $9,541-76.2% |