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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 | $52,816 | $84,685-37.6% | $73,836-28.5% | $125,389-57.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.01% | 3123.80%-3126.8pp | 2268.06%-2271.1pp | 282.24%-285.3pp |
| Employer contribution / active EE | $7,306 | $3,123+133.9% | $2,787+162.1% | $4,866+50.1% |
| Participant deferral / active EE | $8,086 | $3,993+102.5% | $3,583+125.7% | $5,352+51.1% |
| Admin fee / account holder | $802 | $5,694-85.9% | $4,882-83.6% | $9,541-91.6% |