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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 | $49,218 | $84,685-41.9% | $73,836-33.3% | $125,389-60.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.58% | 3123.80%-3126.4pp | 2268.06%-2270.6pp | 282.24%-284.8pp |
| Employer contribution / active EE | $1,944 | $3,123-37.8% | $2,787-30.3% | $4,866-60.1% |
| Participant deferral / active EE | $7,087 | $3,993+77.5% | $3,583+97.8% | $5,352+32.4% |
| Admin fee / account holder | $306 | $5,694-94.6% | $4,882-93.7% | $9,541-96.8% |