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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 | $85,257 | $84,685+0.7% | $73,836+15.5% | $125,389-32.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.31% | 3123.80%-3124.1pp | 2268.06%-2268.4pp | 282.24%-282.6pp |
| Employer contribution / active EE | $4,733 | $3,123+51.5% | $2,787+69.8% | $4,866-2.7% |
| Participant deferral / active EE | $3,418 | $3,993-14.4% | $3,583-4.6% | $5,352-36.1% |
| Admin fee / account holder | $4,609 | $5,694-19.1% | $4,882-5.6% | $9,541-51.7% |