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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 | $95,674 | $84,685+13.0% | $73,836+29.6% | $125,389-23.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.26% | 3123.80%-3125.1pp | 2268.06%-2269.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $6,458 | $3,123+106.8% | $2,787+131.7% | $4,866+32.7% |
| Participant deferral / active EE | $5,619 | $3,993+40.7% | $3,583+56.8% | $5,352+5.0% |
| Admin fee / account holder | $2,722 | $5,694-52.2% | $4,882-44.2% | $9,541-71.5% |