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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 | $76,555 | $82,630-7.4% | $64,105+19.4% | $125,389-38.9% |
| Participation rate | 87.5% | 75.9%+11.6pp | 68.2%+19.3pp | 83.2%+4.3pp |
| Annual return | -2.52% | 1489.72%-1492.2pp | 791.24%-793.8pp | 282.24%-284.8pp |
| Employer contribution / active EE | $1,770 | $2,671-33.7% | $1,820-2.7% | $4,866-63.6% |
| Participant deferral / active EE | $6,765 | $3,608+87.5% | $2,822+139.8% | $5,352+26.4% |
| Admin fee / account holder | $94,916 | $6,382+1387.3% | $4,499+2009.6% | $9,541+894.8% |