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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 | $127,027 | $84,684+50.0% | $73,835+72.0% | $125,388+1.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.17% | 3123.93%-3124.1pp | 2268.13%-2268.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,960 | $3,993-0.8% | $3,583+10.5% | $5,352-26.0% |
| Admin fee / account holder | $15,247 | $5,691+167.9% | $4,880+212.5% | $9,541+59.8% |