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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 | $18,414 | $84,685-78.3% | $73,836-75.1% | $125,389-85.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.45% | 3123.80%-3125.2pp | 2268.06%-2269.5pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,616 | $3,123-48.3% | $2,787-42.0% | $4,866-66.8% |
| Participant deferral / active EE | $3,613 | $3,993-9.5% | $3,583+0.8% | $5,352-32.5% |
| Admin fee / account holder | $8,194 | $5,694+43.9% | $4,882+67.8% | $9,541-14.1% |