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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 | $118,369 | $82,630+43.3% | $64,105+84.7% | $125,388-5.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 0.19% | 1489.72%-1489.5pp | 791.24%-791.1pp | 282.24%-282.0pp |
| Employer contribution / active EE | $1,978 | $2,671-26.0% | $1,820+8.7% | $4,866-59.4% |
| Participant deferral / active EE | $2,997 | $3,608-16.9% | $2,822+6.2% | $5,352-44.0% |
| Admin fee / account holder | $27,015 | $6,382+323.3% | $4,499+500.4% | $9,541+183.2% |