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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 | $98,711 | $84,685+16.6% | $73,836+33.7% | $125,389-21.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.22% | 3123.80%-3127.0pp | 2268.06%-2271.3pp | 282.24%-285.5pp |
| Employer contribution / active EE | $5,787 | $3,123+85.3% | $2,787+107.6% | $4,866+18.9% |
| Participant deferral / active EE | $2,531 | $3,993-36.6% | $3,583-29.4% | $5,352-52.7% |
| Admin fee / account holder | $8,892 | $5,694+56.2% | $4,882+82.1% | $9,541-6.8% |