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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 | $158,426 | $84,685+87.1% | $73,836+114.6% | $125,389+26.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.42% | 3123.80%-3126.2pp | 2268.06%-2270.5pp | 282.24%-284.7pp |
| Employer contribution / active EE | $13,054 | $3,123+318.0% | $2,787+368.3% | $4,866+168.3% |
| Participant deferral / active EE | $8,699 | $3,993+117.9% | $3,583+142.8% | $5,352+62.5% |
| Admin fee / account holder | $1,691 | $5,694-70.3% | $4,882-65.4% | $9,541-82.3% |