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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 | $35,815 | $84,685-57.7% | $73,836-51.5% | $125,389-71.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.88% | 3123.80%-3124.7pp | 2268.06%-2268.9pp | 282.24%-283.1pp |
| Employer contribution / active EE | $11,856 | $3,123+279.6% | $2,787+325.3% | $4,866+143.6% |
| Participant deferral / active EE | $4,136 | $3,993+3.6% | $3,583+15.4% | $5,352-22.7% |
| Admin fee / account holder | $1,231 | $5,694-78.4% | $4,882-74.8% | $9,541-87.1% |