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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 | $129,002 | $84,697+52.3% | $73,845+74.7% | $125,393+2.9% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | 1.30% | 3123.66%-3122.4pp | 2267.91%-2266.6pp | 282.23%-280.9pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,997 | $3,993+75.3% | $3,583+95.3% | $5,351+30.8% |
| Admin fee / account holder | $4,635 | $5,692-18.6% | $4,881-5.0% | $9,541-51.4% |