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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 | $102,829 | $84,685+21.4% | $73,836+39.3% | $125,389-18.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.72% | 3123.80%-3126.5pp | 2268.06%-2270.8pp | 282.24%-285.0pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $16,500 | $3,993+313.3% | $3,583+360.5% | $5,352+208.3% |
| Admin fee / account holder | $363 | $5,694-93.6% | $4,882-92.6% | $9,541-96.2% |