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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 | $136,938 | $84,684+61.7% | $73,835+85.5% | $125,388+9.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.23% | 3123.93%-3127.2pp | 2268.13%-2271.4pp | 282.24%-285.5pp |
| Employer contribution / active EE | $5,328 | $3,123+70.6% | $2,788+91.1% | $4,866+9.5% |
| Participant deferral / active EE | $10,655 | $3,993+166.9% | $3,583+197.4% | $5,352+99.1% |
| Admin fee / account holder | $950 | $5,691-83.3% | $4,880-80.5% | $9,541-90.0% |