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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 | $34,072 | $84,685-59.8% | $73,836-53.9% | $125,389-72.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.54% | 3123.80%-3124.3pp | 2268.06%-2268.6pp | 282.24%-282.8pp |
| Employer contribution / active EE | $4,045 | $3,123+29.5% | $2,787+45.1% | $4,866-16.9% |
| Participant deferral / active EE | $4,528 | $3,993+13.4% | $3,583+26.4% | $5,352-15.4% |
| Admin fee / account holder | $40,514 | $5,694+611.5% | $4,882+729.9% | $9,541+324.6% |