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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 | $55,806 | $84,685-34.1% | $73,836-24.4% | $125,389-55.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.71% | 3123.80%-3125.5pp | 2268.06%-2269.8pp | 282.24%-284.0pp |
| Employer contribution / active EE | $1,566 | $3,123-49.9% | $2,787-43.8% | $4,866-67.8% |
| Participant deferral / active EE | $2,931 | $3,993-26.6% | $3,583-18.2% | $5,352-45.2% |
| Admin fee / account holder | $4,053 | $5,694-28.8% | $4,882-17.0% | $9,541-57.5% |