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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 | $26,084 | $84,685-69.2% | $73,836-64.7% | $125,389-79.2% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.4%+6.6pp | 83.2%-3.2pp |
| Annual return | -0.41% | 3123.80%-3124.2pp | 2268.06%-2268.5pp | 282.24%-282.6pp |
| Employer contribution / active EE | $2,375 | $3,123-24.0% | $2,787-14.8% | $4,866-51.2% |
| Participant deferral / active EE | $5,015 | $3,993+25.6% | $3,583+40.0% | $5,352-6.3% |
| Admin fee / account holder | $13,787 | $5,694+142.1% | $4,882+182.4% | $9,541+44.5% |