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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 | $83,396 | $84,685-1.5% | $73,836+12.9% | $125,389-33.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.41% | 3123.80%-3125.2pp | 2268.06%-2269.5pp | 282.24%-283.6pp |
| Employer contribution / active EE | $4,108 | $3,123+31.5% | $2,787+47.4% | $4,866-15.6% |
| Participant deferral / active EE | $6,874 | $3,993+72.2% | $3,583+91.8% | $5,352+28.4% |
| Admin fee / account holder | $1,154 | $5,694-79.7% | $4,882-76.4% | $9,541-87.9% |