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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 | $84,100 | $84,684-0.7% | $73,835+13.9% | $125,388-32.9% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.4%+15.4pp | 83.2%+5.7pp |
| Annual return | -2.41% | 3123.93%-3126.3pp | 2268.13%-2270.5pp | 282.24%-284.6pp |
| Employer contribution / active EE | $2,561 | $3,123-18.0% | $2,788-8.1% | $4,866-47.4% |
| Participant deferral / active EE | $8,286 | $3,993+107.5% | $3,583+131.2% | $5,352+54.8% |
| Admin fee / account holder | $27,435 | $5,691+382.1% | $4,880+462.2% | $9,541+187.6% |