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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 | $34,321 | $84,685-59.5% | $73,836-53.5% | $125,389-72.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.78% | 3123.80%-3124.6pp | 2268.06%-2268.8pp | 282.24%-283.0pp |
| Employer contribution / active EE | $2,901 | $3,123-7.1% | $2,787+4.1% | $4,866-40.4% |
| Participant deferral / active EE | $1,943 | $3,993-51.3% | $3,583-45.8% | $5,352-63.7% |
| Admin fee / account holder | $318 | $5,694-94.4% | $4,882-93.5% | $9,541-96.7% |