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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 | $36,162 | $84,685-57.3% | $73,836-51.0% | $125,389-71.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.42% | 3123.80%-3124.2pp | 2268.06%-2268.5pp | 282.24%-282.7pp |
| Employer contribution / active EE | $14,072 | $3,123+350.5% | $2,787+404.8% | $4,866+189.2% |
| Participant deferral / active EE | $8,913 | $3,993+123.2% | $3,583+148.8% | $5,352+66.6% |
| Admin fee / account holder | $40,059 | $5,694+603.5% | $4,882+720.6% | $9,541+319.9% |