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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 | $99,923 | $82,630+20.9% | $64,105+55.9% | $125,393-20.3% |
| Participation rate | 83.3% | 75.9%+7.5pp | 68.2%+15.2pp | 83.2%+0.1pp |
| Annual return | -1.65% | 1489.72%-1491.4pp | 791.24%-792.9pp | 282.23%-283.9pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,351-100.0% |
| Admin fee / account holder | $1,259 | $6,382-80.3% | $4,499-72.0% | $9,541-86.8% |