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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 | $32,242 | $84,685-61.9% | $73,836-56.3% | $125,389-74.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.79% | 3123.80%-3124.6pp | 2268.06%-2268.8pp | 282.24%-283.0pp |
| Employer contribution / active EE | $982 | $3,123-68.6% | $2,787-64.8% | $4,866-79.8% |
| Participant deferral / active EE | $2,326 | $3,993-41.7% | $3,583-35.1% | $5,352-56.5% |
| Admin fee / account holder | $959 | $5,694-83.2% | $4,882-80.4% | $9,541-89.9% |