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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 | $82,457 | $44,850+83.9% | $60,547+36.2% | $59,633+38.3% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | -1.29% | 1074.14%-1075.4pp | 335.64%-336.9pp | 2041.40%-2042.7pp |
| Employer contribution / active EE | $5,506 | $1,462+276.6% | $2,419+127.6% | $2,203+150.0% |
| Participant deferral / active EE | $6,817 | $2,230+205.7% | $3,328+104.8% | $3,192+113.6% |
| Admin fee / account holder | $2,670 | $3,635-26.5% | $4,536-41.1% | $4,297-37.9% |