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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 | $30,778 | $84,685-63.7% | $73,836-58.3% | $125,389-75.5% |
| Participation rate | 90.9% | 76.8%+14.1pp | 73.4%+17.5pp | 83.2%+7.7pp |
| Annual return | -1.91% | 3123.80%-3125.7pp | 2268.06%-2270.0pp | 282.24%-284.2pp |
| Employer contribution / active EE | $1,625 | $3,123-48.0% | $2,787-41.7% | $4,866-66.6% |
| Participant deferral / active EE | $4,305 | $3,993+7.8% | $3,583+20.1% | $5,352-19.6% |
| Admin fee / account holder | $1,601 | $5,694-71.9% | $4,882-67.2% | $9,541-83.2% |