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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 | $97,547 | $84,685+15.2% | $73,836+32.1% | $125,389-22.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.22% | 3123.80%-3123.6pp | 2268.06%-2267.8pp | 282.24%-282.0pp |
| Employer contribution / active EE | $4,423 | $3,123+41.6% | $2,787+58.7% | $4,866-9.1% |
| Participant deferral / active EE | $4,312 | $3,993+8.0% | $3,583+20.3% | $5,352-19.4% |
| Admin fee / account holder | $4,447 | $5,694-21.9% | $4,882-8.9% | $9,541-53.4% |