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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 | $146,062 | $84,684+72.5% | $73,835+97.8% | $125,388+16.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.87% | 3123.93%-3126.8pp | 2268.13%-2271.0pp | 282.24%-285.1pp |
| Employer contribution / active EE | $8,253 | $3,123+164.2% | $2,788+196.1% | $4,866+69.6% |
| Participant deferral / active EE | $4,028 | $3,993+0.9% | $3,583+12.4% | $5,352-24.7% |
| Admin fee / account holder | $5,037 | $5,691-11.5% | $4,880+3.2% | $9,541-47.2% |