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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 | $39,395 | $84,685-53.5% | $73,836-46.6% | $125,389-68.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.52% | 3123.80%-3125.3pp | 2268.06%-2269.6pp | 282.24%-283.8pp |
| Employer contribution / active EE | $2,149 | $3,123-31.2% | $2,787-22.9% | $4,866-55.8% |
| Participant deferral / active EE | $4,530 | $3,993+13.5% | $3,583+26.4% | $5,352-15.3% |
| Admin fee / account holder | $442 | $5,694-92.2% | $4,882-91.0% | $9,541-95.4% |