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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 | $77,757 | $82,630-5.9% | $64,105+21.3% | $125,389-38.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -3.09% | 1489.72%-1492.8pp | 791.24%-794.3pp | 282.24%-285.3pp |
| Employer contribution / active EE | $3,849 | $2,671+44.1% | $1,820+111.5% | $4,866-20.9% |
| Participant deferral / active EE | $2,569 | $3,608-28.8% | $2,822-8.9% | $5,352-52.0% |
| Admin fee / account holder | $2,143 | $6,382-66.4% | $4,499-52.4% | $9,541-77.5% |