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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 | $107,312 | $82,630+29.9% | $64,105+67.4% | $125,388-14.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.29% | 1489.72%-1490.0pp | 791.24%-791.5pp | 282.24%-282.5pp |
| Employer contribution / active EE | $10,218 | $2,671+282.5% | $1,820+461.4% | $4,866+110.0% |
| Participant deferral / active EE | $1,365 | $3,608-62.2% | $2,822-51.6% | $5,352-74.5% |
| Admin fee / account holder | $957 | $6,382-85.0% | $4,499-78.7% | $9,541-90.0% |