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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 | $87,956 | $97,732-10.0% | $83,831+4.9% | $135,380-35.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.02% | 1287.56%-1296.6pp | 850.99%-860.0pp | 519.81%-528.8pp |
| Employer contribution / active EE | $2,398 | $4,222-43.2% | $3,631-34.0% | $4,779-49.8% |
| Participant deferral / active EE | $7,338 | $4,683+56.7% | $4,082+79.8% | $5,609+30.8% |
| Admin fee / account holder | $663 | $6,675-90.1% | $5,479-87.9% | $10,828-93.9% |