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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 | $52,098 | $84,685-38.5% | $73,836-29.4% | $125,389-58.5% |
| Participation rate | 86.7% | 76.8%+9.9pp | 73.4%+13.2pp | 83.2%+3.5pp |
| Annual return | -1.74% | 3123.80%-3125.5pp | 2268.06%-2269.8pp | 282.24%-284.0pp |
| Employer contribution / active EE | $3,587 | $3,123+14.8% | $2,787+28.7% | $4,866-26.3% |
| Participant deferral / active EE | $1,155 | $3,993-71.1% | $3,583-67.8% | $5,352-78.4% |
| Admin fee / account holder | $1,514 | $5,694-73.4% | $4,882-69.0% | $9,541-84.1% |