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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 | $91,085 | $82,630+10.2% | $64,105+42.1% | $125,389-27.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.75% | 1489.72%-1491.5pp | 791.24%-793.0pp | 282.24%-284.0pp |
| Employer contribution / active EE | $6,139 | $2,671+129.8% | $1,820+237.3% | $4,866+26.2% |
| Participant deferral / active EE | $5,566 | $3,608+54.2% | $2,822+97.2% | $5,352+4.0% |
| Admin fee / account holder | $756 | $6,382-88.2% | $4,499-83.2% | $9,541-92.1% |