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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 | $80,406 | $48,274+66.6% | $63,244+27.1% | $59,633+34.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | -1.37% | -240.79%+239.4pp | -70.31%+68.9pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $4,038 | $1,586+154.5% | $2,322+73.9% | $2,203+83.3% |
| Participant deferral / active EE | $3,881 | $2,343+65.7% | $2,953+31.4% | $3,192+21.6% |
| Admin fee / account holder | $3,934 | $3,600+9.3% | $5,893-33.2% | $4,297-8.4% |