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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 | $22,168 | $84,685-73.8% | $73,836-70.0% | $125,389-82.3% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.4%+14.1pp | 83.2%+4.3pp |
| Annual return | -0.34% | 3123.80%-3124.1pp | 2268.06%-2268.4pp | 282.24%-282.6pp |
| Employer contribution / active EE | $636 | $3,123-79.6% | $2,787-77.2% | $4,866-86.9% |
| Participant deferral / active EE | $2,239 | $3,993-43.9% | $3,583-37.5% | $5,352-58.2% |
| Admin fee / account holder | $5,880 | $5,694+3.3% | $4,882+20.4% | $9,541-38.4% |