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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 | $39,092 | $84,685-53.8% | $73,836-47.1% | $125,389-68.8% |
| Participation rate | 91.7% | 76.8%+14.9pp | 73.4%+18.2pp | 83.2%+8.5pp |
| Annual return | -0.25% | 3123.80%-3124.1pp | 2268.06%-2268.3pp | 282.24%-282.5pp |
| Employer contribution / active EE | $1,912 | $3,123-38.8% | $2,787-31.4% | $4,866-60.7% |
| Participant deferral / active EE | $4,196 | $3,993+5.1% | $3,583+17.1% | $5,352-21.6% |
| Admin fee / account holder | $8,969 | $5,694+57.5% | $4,882+83.7% | $9,541-6.0% |