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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 | $94,041 | $84,697+11.0% | $73,845+27.3% | $125,393-25.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.37% | 3123.66%-3125.0pp | 2267.91%-2269.3pp | 282.23%-283.6pp |
| Employer contribution / active EE | $6,841 | $3,123+119.0% | $2,788+145.4% | $4,866+40.6% |
| Participant deferral / active EE | $14,431 | $3,993+261.4% | $3,583+302.7% | $5,351+169.7% |
| Admin fee / account holder | $344 | $5,692-93.9% | $4,881-92.9% | $9,541-96.4% |