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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 | $30,593 | $84,685-63.9% | $73,836-58.6% | $125,389-75.6% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.4%+14.1pp | 83.2%+4.3pp |
| Annual return | -0.40% | 3123.80%-3124.2pp | 2268.06%-2268.5pp | 282.24%-282.6pp |
| Employer contribution / active EE | $1,053 | $3,123-66.3% | $2,787-62.2% | $4,866-78.4% |
| Participant deferral / active EE | $5,742 | $3,993+43.8% | $3,583+60.3% | $5,352+7.3% |
| Admin fee / account holder | $724 | $5,694-87.3% | $4,882-85.2% | $9,541-92.4% |