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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 | $79,179 | $84,685-6.5% | $73,836+7.2% | $125,389-36.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.96% | 3123.80%-3122.8pp | 2268.06%-2267.1pp | 282.24%-281.3pp |
| Employer contribution / active EE | $2,874 | $3,123-8.0% | $2,787+3.1% | $4,866-40.9% |
| Participant deferral / active EE | $5,146 | $3,993+28.9% | $3,583+43.6% | $5,352-3.8% |
| Admin fee / account holder | $1,667 | $5,694-70.7% | $4,882-65.8% | $9,541-82.5% |