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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 | $38,300 | $84,685-54.8% | $73,836-48.1% | $125,389-69.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.55% | 3123.80%-3125.4pp | 2268.06%-2269.6pp | 282.24%-283.8pp |
| Employer contribution / active EE | $3,204 | $3,123+2.6% | $2,787+14.9% | $4,866-34.2% |
| Participant deferral / active EE | $3,256 | $3,993-18.5% | $3,583-9.1% | $5,352-39.2% |
| Admin fee / account holder | $1,355 | $5,694-76.2% | $4,882-72.2% | $9,541-85.8% |