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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 | $151,149 | $84,685+78.5% | $73,836+104.7% | $125,389+20.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.54% | 3123.80%-3125.3pp | 2268.06%-2269.6pp | 282.24%-283.8pp |
| Employer contribution / active EE | $3,276 | $3,123+4.9% | $2,787+17.5% | $4,866-32.7% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,912 | $5,694-13.7% | $4,882+0.6% | $9,541-48.5% |