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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 | $54,003 | $197,819-72.7% | $155,789-65.3% | $125,388-56.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.29% | 86.73%-86.4pp | 71.54%-71.2pp | 282.24%-282.0pp |
| Employer contribution / active EE | $2,921 | $4,850-39.8% | $3,839-23.9% | $4,866-40.0% |
| Participant deferral / active EE | $6,989 | $5,631+24.1% | $4,798+45.7% | $5,352+30.6% |
| Admin fee / account holder | $84,802 | $9,544+788.6% | $7,477+1034.1% | $9,541+788.8% |