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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 | $111,007 | $82,630+34.3% | $64,105+73.2% | $125,389-11.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.06% | 1489.72%-1489.8pp | 791.24%-791.3pp | 282.24%-282.3pp |
| Employer contribution / active EE | $847 | $2,671-68.3% | $1,820-53.5% | $4,866-82.6% |
| Participant deferral / active EE | $5,280 | $3,608+46.3% | $2,822+87.1% | $5,352-1.3% |
| Admin fee / account holder | $9,984 | $6,382+56.4% | $4,499+121.9% | $9,541+4.6% |