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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 | $60,403 | $84,685-28.7% | $73,836-18.2% | $125,389-51.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.22% | 3123.80%-3125.0pp | 2268.06%-2269.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $1,157 | $3,123-63.0% | $2,787-58.5% | $4,866-76.2% |
| Participant deferral / active EE | $3,342 | $3,993-16.3% | $3,583-6.7% | $5,352-37.5% |
| Admin fee / account holder | $959 | $5,694-83.2% | $4,882-80.4% | $9,541-90.0% |