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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 | $67,243 | $84,684-20.6% | $73,835-8.9% | $125,388-46.4% |
| Participation rate | 84.6% | 76.8%+7.9pp | 73.4%+11.2pp | 83.2%+1.4pp |
| Annual return | -0.35% | 3123.93%-3124.3pp | 2268.13%-2268.5pp | 282.24%-282.6pp |
| Employer contribution / active EE | $2,234 | $3,123-28.5% | $2,788-19.9% | $4,866-54.1% |
| Participant deferral / active EE | $2,431 | $3,993-39.1% | $3,583-32.2% | $5,352-54.6% |
| Admin fee / account holder | $814 | $5,691-85.7% | $4,880-83.3% | $9,541-91.5% |