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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 | $144,050 | $82,630+74.3% | $64,105+124.7% | $125,389+14.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.95% | 1489.72%-1491.7pp | 791.24%-793.2pp | 282.24%-284.2pp |
| Employer contribution / active EE | $2,855 | $2,671+6.9% | $1,820+56.9% | $4,866-41.3% |
| Participant deferral / active EE | $9,342 | $3,608+158.9% | $2,822+231.1% | $5,352+74.6% |
| Admin fee / account holder | $333 | $6,382-94.8% | $4,499-92.6% | $9,541-96.5% |