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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 | $58,647 | $84,685-30.7% | $73,836-20.6% | $125,389-53.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.19% | 3123.80%-3124.0pp | 2268.06%-2268.2pp | 282.24%-282.4pp |
| Employer contribution / active EE | $2,820 | $3,123-9.7% | $2,787+1.2% | $4,866-42.1% |
| Participant deferral / active EE | $5,129 | $3,993+28.5% | $3,583+43.2% | $5,352-4.2% |
| Admin fee / account holder | $4,431 | $5,694-22.2% | $4,882-9.2% | $9,541-53.6% |