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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 | $93,649 | $84,684+10.6% | $73,835+26.8% | $125,388-25.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.03% | 3123.93%-3127.0pp | 2268.13%-2271.2pp | 282.24%-285.3pp |
| Employer contribution / active EE | $4,176 | $3,123+33.7% | $2,788+49.8% | $4,866-14.2% |
| Participant deferral / active EE | $12,860 | $3,993+222.1% | $3,583+258.9% | $5,352+140.3% |
| Admin fee / account holder | $1,389 | $5,691-75.6% | $4,880-71.5% | $9,541-85.4% |