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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 | $36,521 | $84,685-56.9% | $73,836-50.5% | $125,389-70.9% |
| Participation rate | 79.2% | 76.8%+2.4pp | 73.4%+5.7pp | 83.2%-4.0pp |
| Annual return | -0.18% | 3123.80%-3124.0pp | 2268.06%-2268.2pp | 282.24%-282.4pp |
| Employer contribution / active EE | $4,203 | $3,123+34.6% | $2,787+50.8% | $4,866-13.6% |
| Participant deferral / active EE | $5,231 | $3,993+31.0% | $3,583+46.0% | $5,352-2.2% |
| Admin fee / account holder | $1,820 | $5,694-68.0% | $4,882-62.7% | $9,541-80.9% |