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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 | $83,219 | $84,684-1.7% | $73,835+12.7% | $125,388-33.6% |
| Participation rate | 94.1% | 76.8%+17.4pp | 73.4%+20.7pp | 83.2%+10.9pp |
| Annual return | -0.29% | 3123.93%-3124.2pp | 2268.13%-2268.4pp | 282.24%-282.5pp |
| Employer contribution / active EE | $4,082 | $3,123+30.7% | $2,788+46.4% | $4,866-16.1% |
| Participant deferral / active EE | $5,820 | $3,993+45.8% | $3,583+62.4% | $5,352+8.8% |
| Admin fee / account holder | $9,191 | $5,691+61.5% | $4,880+88.4% | $9,541-3.7% |