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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 | $120,559 | $82,630+45.9% | $64,105+88.1% | $125,389-3.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.99% | 1489.72%-1491.7pp | 791.24%-793.2pp | 282.24%-284.2pp |
| Employer contribution / active EE | $19,322 | $2,671+623.4% | $1,820+961.7% | $4,866+297.1% |
| Participant deferral / active EE | $8,384 | $3,608+132.3% | $2,822+197.1% | $5,352+56.7% |
| Admin fee / account holder | $1,328 | $6,382-79.2% | $4,499-70.5% | $9,541-86.1% |