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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 | $12,498 | $84,684-85.2% | $73,835-83.1% | $125,388-90.0% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.4%+14.1pp | 83.2%+4.3pp |
| Annual return | -1.85% | 3123.93%-3125.8pp | 2268.13%-2270.0pp | 282.24%-284.1pp |
| Employer contribution / active EE | $1,859 | $3,123-40.5% | $2,788-33.3% | $4,866-61.8% |
| Participant deferral / active EE | $2,766 | $3,993-30.7% | $3,583-22.8% | $5,352-48.3% |
| Admin fee / account holder | $5,763 | $5,691+1.3% | $4,880+18.1% | $9,541-39.6% |