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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 | $59,380 | $52,519+13.1% | $155,789-61.9% | $59,633-0.4% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | -0.21% | 53.51%-53.7pp | 71.54%-71.8pp | 2041.40%-2041.6pp |
| Employer contribution / active EE | $4,789 | $1,589+201.4% | $3,839+24.8% | $2,203+117.4% |
| Participant deferral / active EE | $5,022 | $3,084+62.8% | $4,798+4.7% | $3,192+57.4% |
| Admin fee / account holder | $5,968 | $3,540+68.6% | $7,477-20.2% | $4,297+38.9% |