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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 | $94,726 | $84,685+11.9% | $73,836+28.3% | $125,389-24.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.57% | 3123.80%-3125.4pp | 2268.06%-2269.6pp | 282.24%-283.8pp |
| Employer contribution / active EE | $6,170 | $3,123+97.5% | $2,787+121.3% | $4,866+26.8% |
| Participant deferral / active EE | $9,010 | $3,993+125.7% | $3,583+151.5% | $5,352+68.4% |
| Admin fee / account holder | $5,921 | $5,694+4.0% | $4,882+21.3% | $9,541-37.9% |