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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 | $34,751 | $84,685-59.0% | $73,836-52.9% | $125,389-72.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.91% | 3123.80%-3124.7pp | 2268.06%-2269.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $3,017 | $3,123-3.4% | $2,787+8.2% | $4,866-38.0% |
| Participant deferral / active EE | $1,121 | $3,993-71.9% | $3,583-68.7% | $5,352-79.1% |
| Admin fee / account holder | $1,011 | $5,694-82.3% | $4,882-79.3% | $9,541-89.4% |