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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 | $95,858 | $99,668-3.8% | $86,451+10.9% | $134,545-28.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.84% | 6789.61%-6808.5pp | 4398.51%-4417.4pp | 418.37%-437.2pp |
| Employer contribution / active EE | $2,885 | $4,403-34.5% | $3,770-23.5% | $4,742-39.1% |
| Participant deferral / active EE | $7,548 | $7,249+4.1% | $6,953+8.6% | $6,401+17.9% |
| Admin fee / account holder | $363 | $8,377-95.7% | $6,734-94.6% | $11,431-96.8% |