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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 | $48,243 | $84,685-43.0% | $73,836-34.7% | $125,389-61.5% |
| Participation rate | 91.7% | 76.8%+14.9pp | 73.4%+18.2pp | 83.2%+8.5pp |
| Annual return | 1.23% | 3123.80%-3122.6pp | 2268.06%-2266.8pp | 282.24%-281.0pp |
| Employer contribution / active EE | $1,807 | $3,123-42.1% | $2,787-35.2% | $4,866-62.9% |
| Participant deferral / active EE | $6,725 | $3,993+68.4% | $3,583+87.7% | $5,352+25.7% |
| Admin fee / account holder | $3,437 | $5,694-39.6% | $4,882-29.6% | $9,541-64.0% |