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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 | $107,507 | $84,684+27.0% | $73,835+45.6% | $125,388-14.3% |
| Participation rate | 85.7% | 76.8%+9.0pp | 73.4%+12.3pp | 83.2%+2.5pp |
| Annual return | -1.74% | 3123.93%-3125.7pp | 2268.13%-2269.9pp | 282.24%-284.0pp |
| Employer contribution / active EE | $1,429 | $3,123-54.3% | $2,788-48.8% | $4,866-70.6% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,286 | $5,691-77.4% | $4,880-73.7% | $9,541-86.5% |