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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 | $32,084 | $84,685-62.1% | $73,836-56.5% | $125,389-74.4% |
| Participation rate | 83.3% | 76.8%+6.6pp | 73.4%+9.9pp | 83.2%+0.1pp |
| Annual return | -2.24% | 3123.80%-3126.0pp | 2268.06%-2270.3pp | 282.24%-284.5pp |
| Employer contribution / active EE | $2,732 | $3,123-12.5% | $2,787-2.0% | $4,866-43.9% |
| Participant deferral / active EE | $3,944 | $3,993-1.2% | $3,583+10.1% | $5,352-26.3% |
| Admin fee / account holder | $8,948 | $5,694+57.2% | $4,882+83.3% | $9,541-6.2% |