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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 | $59,996 | $45,152+32.9% | $73,836-18.7% | $59,633+0.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -2.17% | 27.40%-29.6pp | 2268.06%-2270.2pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $4,451 | $1,901+134.1% | $2,787+59.7% | $2,203+102.1% |
| Participant deferral / active EE | $4,411 | $2,573+71.5% | $3,583+23.1% | $3,192+38.2% |
| Admin fee / account holder | $901 | $3,515-74.4% | $4,882-81.6% | $4,297-79.0% |