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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 | $196,048 | $82,630+137.3% | $64,105+205.8% | $125,389+56.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.64% | 1489.72%-1491.4pp | 791.24%-792.9pp | 282.24%-283.9pp |
| Employer contribution / active EE | $2,859 | $2,671+7.0% | $1,820+57.1% | $4,866-41.3% |
| Participant deferral / active EE | $3,775 | $3,608+4.6% | $2,822+33.8% | $5,352-29.5% |
| Admin fee / account holder | $2,991 | $6,382-53.1% | $4,499-33.5% | $9,541-68.6% |