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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 | $46,554 | $84,684-45.0% | $73,835-36.9% | $125,388-62.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.69% | 3123.93%-3125.6pp | 2268.13%-2269.8pp | 282.24%-283.9pp |
| Employer contribution / active EE | $2,692 | $3,123-13.8% | $2,788-3.4% | $4,866-44.7% |
| Participant deferral / active EE | $6,394 | $3,993+60.2% | $3,583+78.5% | $5,352+19.5% |
| Admin fee / account holder | $343 | $5,691-94.0% | $4,880-93.0% | $9,541-96.4% |