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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 | $38,459 | $84,685-54.6% | $73,836-47.9% | $125,389-69.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.56% | 3123.80%-3124.4pp | 2268.06%-2268.6pp | 282.24%-282.8pp |
| Employer contribution / active EE | $1,996 | $3,123-36.1% | $2,787-28.4% | $4,866-59.0% |
| Participant deferral / active EE | $5,572 | $3,993+39.6% | $3,583+55.5% | $5,352+4.1% |
| Admin fee / account holder | $16,770 | $5,694+194.5% | $4,882+243.5% | $9,541+75.8% |