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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 | $12,430 | $84,685-85.3% | $73,836-83.2% | $125,389-90.1% |
| Participation rate | 89.5% | 76.8%+12.7pp | 73.4%+16.0pp | 83.2%+6.3pp |
| Annual return | -1.33% | 3123.80%-3125.1pp | 2268.06%-2269.4pp | 282.24%-283.6pp |
| Employer contribution / active EE | $1,417 | $3,123-54.6% | $2,787-49.2% | $4,866-70.9% |
| Participant deferral / active EE | $2,443 | $3,993-38.8% | $3,583-31.8% | $5,352-54.4% |
| Admin fee / account holder | $3,581 | $5,694-37.1% | $4,882-26.6% | $9,541-62.5% |