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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 | $63,683 | $82,630-22.9% | $64,105-0.7% | $125,393-49.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.55% | 1489.72%-1492.3pp | 791.24%-793.8pp | 282.23%-284.8pp |
| Employer contribution / active EE | $3,430 | $2,671+28.4% | $1,820+88.5% | $4,866-29.5% |
| Participant deferral / active EE | $1,906 | $3,608-47.2% | $2,822-32.5% | $5,351-64.4% |
| Admin fee / account holder | $3,283 | $6,382-48.6% | $4,499-27.0% | $9,541-65.6% |