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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 | $29,700 | $84,685-64.9% | $73,836-59.8% | $125,389-76.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.52% | 3123.80%-3126.3pp | 2268.06%-2270.6pp | 282.24%-284.8pp |
| Employer contribution / active EE | $1,466 | $3,123-53.1% | $2,787-47.4% | $4,866-69.9% |
| Participant deferral / active EE | $2,170 | $3,993-45.6% | $3,583-39.4% | $5,352-59.4% |
| Admin fee / account holder | $969 | $5,694-83.0% | $4,882-80.2% | $9,541-89.8% |