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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 | $50,130 | $84,685-40.8% | $73,836-32.1% | $125,389-60.0% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.4%+6.6pp | 83.2%-3.2pp |
| Annual return | -1.11% | 3123.80%-3124.9pp | 2268.06%-2269.2pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,296 | $3,123-58.5% | $2,787-53.5% | $4,866-73.4% |
| Participant deferral / active EE | $5,243 | $3,993+31.3% | $3,583+46.3% | $5,352-2.0% |
| Admin fee / account holder | $20,228 | $5,694+255.3% | $4,882+314.4% | $9,541+112.0% |