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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 | $80,390 | $82,630-2.7% | $64,105+25.4% | $125,389-35.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.48% | 1489.72%-1490.2pp | 791.24%-791.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $4,964 | $2,671+85.8% | $1,820+172.7% | $4,866+2.0% |
| Participant deferral / active EE | $10,418 | $3,608+188.7% | $2,822+269.2% | $5,352+94.7% |
| Admin fee / account holder | $1,516 | $6,382-76.2% | $4,499-66.3% | $9,541-84.1% |