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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 | $86,991 | $84,684+2.7% | $73,835+17.8% | $125,388-30.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.30% | 3123.93%-3124.2pp | 2268.13%-2268.4pp | 282.24%-282.5pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,825 | $3,993+20.9% | $3,583+34.7% | $5,352-9.8% |
| Admin fee / account holder | $20,804 | $5,691+265.6% | $4,880+326.3% | $9,541+118.1% |