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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 | $105,174 | $84,684+24.2% | $73,835+42.4% | $125,388-16.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.28% | 3123.93%-3125.2pp | 2268.13%-2269.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $4,127 | $3,123+32.1% | $2,788+48.1% | $4,866-15.2% |
| Participant deferral / active EE | $7,203 | $3,993+80.4% | $3,583+101.0% | $5,352+34.6% |
| Admin fee / account holder | $12,147 | $5,691+113.5% | $4,880+148.9% | $9,541+27.3% |