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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 | $112,106 | $84,685+32.4% | $73,836+51.8% | $125,389-10.6% |
| Participation rate | 83.3% | 76.8%+6.6pp | 73.4%+9.9pp | 83.2%+0.1pp |
| Annual return | -2.09% | 3123.80%-3125.9pp | 2268.06%-2270.1pp | 282.24%-284.3pp |
| Employer contribution / active EE | $2,173 | $3,123-30.4% | $2,787-22.0% | $4,866-55.3% |
| Participant deferral / active EE | $1,151 | $3,993-71.2% | $3,583-67.9% | $5,352-78.5% |
| Admin fee / account holder | $1,434 | $5,694-74.8% | $4,882-70.6% | $9,541-85.0% |