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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 | $53,865 | $84,685-36.4% | $73,836-27.0% | $125,389-57.0% |
| Participation rate | 77.8% | 76.8%+1.0pp | 73.4%+4.3pp | 83.2%-5.4pp |
| Annual return | -1.37% | 3123.80%-3125.2pp | 2268.06%-2269.4pp | 282.24%-283.6pp |
| Employer contribution / active EE | $3,921 | $3,123+25.5% | $2,787+40.7% | $4,866-19.4% |
| Participant deferral / active EE | $6,833 | $3,993+71.1% | $3,583+90.7% | $5,352+27.7% |
| Admin fee / account holder | $28,245 | $5,694+396.1% | $4,882+478.6% | $9,541+196.0% |