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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 | $161,740 | $84,685+91.0% | $73,836+119.1% | $125,389+29.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.47% | 3123.80%-3125.3pp | 2268.06%-2269.5pp | 282.24%-283.7pp |
| Employer contribution / active EE | $8,271 | $3,123+164.8% | $2,787+196.7% | $4,866+70.0% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,532 | $5,694-73.1% | $4,882-68.6% | $9,541-83.9% |