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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 | $54,602 | $84,685-35.5% | $73,836-26.0% | $125,389-56.5% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.4%+6.6pp | 83.2%-3.2pp |
| Annual return | -0.47% | 3123.80%-3124.3pp | 2268.06%-2268.5pp | 282.24%-282.7pp |
| Employer contribution / active EE | $2,740 | $3,123-12.3% | $2,787-1.7% | $4,866-43.7% |
| Participant deferral / active EE | $2,121 | $3,993-46.9% | $3,583-40.8% | $5,352-60.4% |
| Admin fee / account holder | $8,845 | $5,694+55.3% | $4,882+81.2% | $9,541-7.3% |