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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 | $93,959 | $84,685+11.0% | $73,836+27.3% | $125,389-25.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.56% | 3123.80%-3124.4pp | 2268.06%-2268.6pp | 282.24%-282.8pp |
| Employer contribution / active EE | $3,853 | $3,123+23.4% | $2,787+38.2% | $4,866-20.8% |
| Participant deferral / active EE | $4,936 | $3,993+23.6% | $3,583+37.8% | $5,352-7.8% |
| Admin fee / account holder | $3,849 | $5,694-32.4% | $4,882-21.2% | $9,541-59.7% |