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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 | $108,687 | $84,685+28.3% | $73,836+47.2% | $125,389-13.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.37% | 3123.80%-3127.2pp | 2268.06%-2271.4pp | 282.24%-285.6pp |
| Employer contribution / active EE | $5,237 | $3,123+67.7% | $2,787+87.9% | $4,866+7.6% |
| Participant deferral / active EE | $7,662 | $3,993+91.9% | $3,583+113.8% | $5,352+43.2% |
| Admin fee / account holder | $963 | $5,694-83.1% | $4,882-80.3% | $9,541-89.9% |