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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 | $39,451 | $84,697-53.4% | $73,845-46.6% | $125,393-68.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.74% | 3123.66%-3125.4pp | 2267.91%-2269.6pp | 282.23%-284.0pp |
| Employer contribution / active EE | $4,248 | $3,123+36.0% | $2,788+52.4% | $4,866-12.7% |
| Participant deferral / active EE | $5,769 | $3,993+44.5% | $3,583+61.0% | $5,351+7.8% |
| Admin fee / account holder | $1,981 | $5,692-65.2% | $4,881-59.4% | $9,541-79.2% |