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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 | $70,438 | $84,694-16.8% | $73,843-4.6% | $125,392-43.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.52% | 3123.66%-3127.2pp | 2267.91%-2271.4pp | 282.23%-285.7pp |
| Employer contribution / active EE | $15,600 | $3,123+399.5% | $2,787+459.7% | $4,866+220.6% |
| Participant deferral / active EE | $16,000 | $3,992+300.8% | $3,583+346.5% | $5,351+199.0% |
| Admin fee / account holder | $319 | $5,691-94.4% | $4,880-93.5% | $9,541-96.7% |