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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 | $64,588 | $84,684-23.7% | $73,835-12.5% | $125,388-48.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.90% | 3123.93%-3125.8pp | 2268.13%-2270.0pp | 282.24%-284.1pp |
| Employer contribution / active EE | $5,662 | $3,123+81.3% | $2,788+103.1% | $4,866+16.4% |
| Participant deferral / active EE | $18,499 | $3,993+363.3% | $3,583+416.3% | $5,352+245.7% |
| Admin fee / account holder | $3,683 | $5,691-35.3% | $4,880-24.5% | $9,541-61.4% |