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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 | $30,783 | $84,685-63.7% | $73,836-58.3% | $125,389-75.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.06% | 3123.80%-3124.9pp | 2268.06%-2269.1pp | 282.24%-283.3pp |
| Employer contribution / active EE | $4,857 | $3,123+55.5% | $2,787+74.2% | $4,866-0.2% |
| Participant deferral / active EE | $6,707 | $3,993+68.0% | $3,583+87.2% | $5,352+25.3% |
| Admin fee / account holder | $818 | $5,694-85.6% | $4,882-83.2% | $9,541-91.4% |