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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 | $129,480 | $45,152+186.8% | $73,836+75.4% | $59,633+117.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -2.62% | 27.40%-30.0pp | 2268.06%-2270.7pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $5,860 | $1,901+208.2% | $2,787+110.2% | $2,203+166.1% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,621 | $3,515-25.4% | $4,882-46.3% | $4,297-39.0% |