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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 | $88,407 | $84,685+4.4% | $73,836+19.7% | $125,389-29.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.96% | 3123.80%-3124.8pp | 2268.06%-2269.0pp | 282.24%-283.2pp |
| Employer contribution / active EE | $2,416 | $3,123-22.6% | $2,787-13.3% | $4,866-50.4% |
| Participant deferral / active EE | $5,200 | $3,993+30.2% | $3,583+45.1% | $5,352-2.8% |
| Admin fee / account holder | $9,183 | $5,694+61.3% | $4,882+88.1% | $9,541-3.8% |