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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 | $81,332 | $99,668-18.4% | $86,451-5.9% | $134,545-39.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.83% | 6789.61%-6808.4pp | 4398.51%-4417.3pp | 418.37%-437.2pp |
| Employer contribution / active EE | $3,740 | $4,403-15.1% | $3,770-0.8% | $4,742-21.1% |
| Participant deferral / active EE | $12,488 | $7,249+72.3% | $6,953+79.6% | $6,401+95.1% |
| Admin fee / account holder | $1,117 | $8,377-86.7% | $6,734-83.4% | $11,431-90.2% |