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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 | $39,332 | $84,684-53.6% | $73,835-46.7% | $125,388-68.6% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.4%+6.6pp | 83.2%-3.2pp |
| Annual return | -0.66% | 3123.93%-3124.6pp | 2268.13%-2268.8pp | 282.24%-282.9pp |
| Employer contribution / active EE | $4,359 | $3,123+39.6% | $2,788+56.4% | $4,866-10.4% |
| Participant deferral / active EE | $6,820 | $3,993+70.8% | $3,583+90.3% | $5,352+27.4% |
| Admin fee / account holder | $2,165 | $5,691-62.0% | $4,880-55.6% | $9,541-77.3% |