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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 | $32,104 | $84,697-62.1% | $73,845-56.5% | $125,393-74.4% |
| Participation rate | 85.7% | 76.8%+9.0pp | 73.4%+12.3pp | 83.2%+2.5pp |
| Annual return | 0.29% | 3123.66%-3123.4pp | 2267.91%-2267.6pp | 282.23%-281.9pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,572 | $3,993+39.5% | $3,583+55.5% | $5,351+4.1% |
| Admin fee / account holder | $9,770 | $5,692+71.7% | $4,881+100.2% | $9,541+2.4% |