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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 | $56,790 | $84,684-32.9% | $73,835-23.1% | $125,388-54.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.35% | 3123.93%-3126.3pp | 2268.13%-2270.5pp | 282.24%-284.6pp |
| Employer contribution / active EE | $1,315 | $3,123-57.9% | $2,788-52.8% | $4,866-73.0% |
| Participant deferral / active EE | $6,385 | $3,993+59.9% | $3,583+78.2% | $5,352+19.3% |
| Admin fee / account holder | $7,783 | $5,691+36.8% | $4,880+59.5% | $9,541-18.4% |