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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 | $235,142 | $84,685+177.7% | $73,836+218.5% | $125,389+87.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.82% | 3123.80%-3124.6pp | 2268.06%-2268.9pp | 282.24%-283.1pp |
| Employer contribution / active EE | $3,443 | $3,123+10.2% | $2,787+23.5% | $4,866-29.3% |
| Participant deferral / active EE | $2,624 | $3,993-34.3% | $3,583-26.8% | $5,352-51.0% |
| Admin fee / account holder | $2,486 | $5,694-56.3% | $4,882-49.1% | $9,541-73.9% |