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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 | $53,076 | $84,685-37.3% | $73,836-28.1% | $125,389-57.7% |
| Participation rate | 86.7% | 76.8%+9.9pp | 73.4%+13.2pp | 83.2%+3.5pp |
| Annual return | -1.23% | 3123.80%-3125.0pp | 2268.06%-2269.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $1,949 | $3,123-37.6% | $2,787-30.1% | $4,866-59.9% |
| Participant deferral / active EE | $4,710 | $3,993+18.0% | $3,583+31.5% | $5,352-12.0% |
| Admin fee / account holder | $1,892 | $5,694-66.8% | $4,882-61.3% | $9,541-80.2% |