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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 | $145,509 | $82,630+76.1% | $64,105+127.0% | $125,389+16.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.47% | 1489.72%-1492.2pp | 791.24%-793.7pp | 282.24%-284.7pp |
| Employer contribution / active EE | $2,511 | $2,671-6.0% | $1,820+38.0% | $4,866-48.4% |
| Participant deferral / active EE | $6,253 | $3,608+73.3% | $2,822+121.6% | $5,352+16.8% |
| Admin fee / account holder | $2,672 | $6,382-58.1% | $4,499-40.6% | $9,541-72.0% |