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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 | $87,501 | $84,685+3.3% | $73,836+18.5% | $125,389-30.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.10% | 3123.80%-3125.9pp | 2268.06%-2270.2pp | 282.24%-284.3pp |
| Employer contribution / active EE | $4,063 | $3,123+30.1% | $2,787+45.7% | $4,866-16.5% |
| Participant deferral / active EE | $2,849 | $3,993-28.7% | $3,583-20.5% | $5,352-46.8% |
| Admin fee / account holder | $8,837 | $5,694+55.2% | $4,882+81.0% | $9,541-7.4% |