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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 | $87,204 | $99,668-12.5% | $86,451+0.9% | $134,545-35.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.39% | 6789.61%-6804.0pp | 4398.51%-4412.9pp | 418.37%-432.8pp |
| Employer contribution / active EE | $9,465 | $4,403+115.0% | $3,770+151.1% | $4,742+99.6% |
| Participant deferral / active EE | $7,767 | $7,249+7.1% | $6,953+11.7% | $6,401+21.3% |
| Admin fee / account holder | $1,078 | $8,377-87.1% | $6,734-84.0% | $11,431-90.6% |