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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 | $30,842 | $84,685-63.6% | $73,836-58.2% | $125,389-75.4% |
| Participation rate | 77.8% | 76.8%+1.0pp | 73.4%+4.3pp | 83.2%-5.4pp |
| Annual return | 1.82% | 3123.80%-3122.0pp | 2268.06%-2266.2pp | 282.24%-280.4pp |
| Employer contribution / active EE | $3,141 | $3,123+0.6% | $2,787+12.7% | $4,866-35.4% |
| Participant deferral / active EE | $5,606 | $3,993+40.4% | $3,583+56.5% | $5,352+4.8% |
| Admin fee / account holder | $11,242 | $5,694+97.4% | $4,882+130.3% | $9,541+17.8% |