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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 | $63,378 | $101,283-37.4% | $75,826-16.4% | $135,379-53.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -8.63% | 3384.62%-3393.2pp | 1914.15%-1922.8pp | 519.79%-528.4pp |
| Employer contribution / active EE | $1,632 | $2,382-31.5% | $1,913-14.7% | $4,779-65.8% |
| Participant deferral / active EE | $4,424 | $3,469+27.5% | $2,862+54.5% | $5,609-21.1% |
| Admin fee / account holder | $7,518 | $6,539+15.0% | $4,726+59.1% | $10,828-30.6% |