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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 | $81,477 | $82,630-1.4% | $64,105+27.1% | $125,389-35.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.61% | 1489.72%-1492.3pp | 791.24%-793.8pp | 282.24%-284.8pp |
| Employer contribution / active EE | $2,780 | $2,671+4.1% | $1,820+52.7% | $4,866-42.9% |
| Participant deferral / active EE | $3,058 | $3,608-15.3% | $2,822+8.4% | $5,352-42.9% |
| Admin fee / account holder | $2,894 | $6,382-54.7% | $4,499-35.7% | $9,541-69.7% |