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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 | $79,211 | $84,685-6.5% | $73,836+7.3% | $125,389-36.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.09% | 3123.80%-3124.9pp | 2268.06%-2269.1pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,776 | $3,123-43.1% | $2,787-36.3% | $4,866-63.5% |
| Participant deferral / active EE | $7,950 | $3,993+99.1% | $3,583+121.9% | $5,352+48.6% |
| Admin fee / account holder | $2,861 | $5,694-49.8% | $4,882-41.4% | $9,541-70.0% |