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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 | $85,026 | $84,685+0.4% | $73,836+15.2% | $125,389-32.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.96% | 3123.80%-3124.8pp | 2268.06%-2269.0pp | 282.24%-283.2pp |
| Employer contribution / active EE | $2,115 | $3,123-32.3% | $2,787-24.1% | $4,866-56.5% |
| Participant deferral / active EE | $2,754 | $3,993-31.0% | $3,583-23.1% | $5,352-48.5% |
| Admin fee / account holder | $1,301 | $5,694-77.2% | $4,882-73.4% | $9,541-86.4% |