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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 | $74,543 | $84,685-12.0% | $73,836+1.0% | $125,389-40.6% |
| Participation rate | 85.0% | 76.8%+8.2pp | 73.4%+11.6pp | 83.2%+1.8pp |
| Annual return | -1.96% | 3123.80%-3125.8pp | 2268.06%-2270.0pp | 282.24%-284.2pp |
| Employer contribution / active EE | $1,186 | $3,123-62.0% | $2,787-57.4% | $4,866-75.6% |
| Participant deferral / active EE | $2,900 | $3,993-27.4% | $3,583-19.1% | $5,352-45.8% |
| Admin fee / account holder | $821 | $5,694-85.6% | $4,882-83.2% | $9,541-91.4% |