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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 | $83,452 | $84,685-1.5% | $73,836+13.0% | $125,389-33.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.87% | 3123.80%-3122.9pp | 2268.06%-2267.2pp | 282.24%-281.4pp |
| Employer contribution / active EE | $1,552 | $3,123-50.3% | $2,787-44.3% | $4,866-68.1% |
| Participant deferral / active EE | $5,897 | $3,993+47.7% | $3,583+64.6% | $5,352+10.2% |
| Admin fee / account holder | $1,566 | $5,694-72.5% | $4,882-67.9% | $9,541-83.6% |