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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 | $158,102 | $82,630+91.3% | $64,105+146.6% | $125,389+26.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.16% | 1489.72%-1490.9pp | 791.24%-792.4pp | 282.24%-283.4pp |
| Employer contribution / active EE | $2,534 | $2,671-5.1% | $1,820+39.3% | $4,866-47.9% |
| Participant deferral / active EE | $6,467 | $3,608+79.2% | $2,822+129.2% | $5,352+20.8% |
| Admin fee / account holder | $4,404 | $6,382-31.0% | $4,499-2.1% | $9,541-53.8% |