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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 | $77,397 | $82,630-6.3% | $64,105+20.7% | $125,388-38.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.34% | 1489.72%-1491.1pp | 791.24%-792.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $12,048 | $2,671+351.0% | $1,820+562.0% | $4,866+147.6% |
| Participant deferral / active EE | $1,725 | $3,608-52.2% | $2,822-38.9% | $5,352-67.8% |
| Admin fee / account holder | $422 | $6,382-93.4% | $4,499-90.6% | $9,541-95.6% |