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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 | $48,422 | $84,685-42.8% | $73,836-34.4% | $125,389-61.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.37% | 3123.80%-3125.2pp | 2268.06%-2269.4pp | 282.24%-283.6pp |
| Employer contribution / active EE | $1,516 | $3,123-51.5% | $2,787-45.6% | $4,866-68.9% |
| Participant deferral / active EE | $4,698 | $3,993+17.7% | $3,583+31.1% | $5,352-12.2% |
| Admin fee / account holder | $1,608 | $5,694-71.8% | $4,882-67.1% | $9,541-83.1% |