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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 | $49,741 | $84,685-41.3% | $73,836-32.6% | $125,389-60.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.44% | 3123.80%-3124.2pp | 2268.06%-2268.5pp | 282.24%-282.7pp |
| Employer contribution / active EE | $2,261 | $3,123-27.6% | $2,787-18.9% | $4,866-53.5% |
| Participant deferral / active EE | $9,085 | $3,993+127.5% | $3,583+153.5% | $5,352+69.8% |
| Admin fee / account holder | $12,182 | $5,694+113.9% | $4,882+149.5% | $9,541+27.7% |