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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 | $63,386 | $45,152+40.4% | $73,836-14.2% | $59,633+6.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.06% | 27.40%-27.5pp | 2268.06%-2268.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $5,470 | $1,901+187.7% | $2,787+96.2% | $2,203+148.3% |
| Participant deferral / active EE | $4,926 | $2,573+91.5% | $3,583+37.5% | $3,192+54.4% |
| Admin fee / account holder | $3,698 | $3,515+5.2% | $4,882-24.2% | $4,297-13.9% |