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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 | $76,629 | $99,668-23.1% | $86,451-11.4% | $134,545-43.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.71% | 6789.61%-6801.3pp | 4398.51%-4410.2pp | 418.37%-430.1pp |
| Employer contribution / active EE | $2,600 | $4,403-41.0% | $3,770-31.0% | $4,742-45.2% |
| Participant deferral / active EE | $7,544 | $7,249+4.1% | $6,953+8.5% | $6,401+17.9% |
| Admin fee / account holder | $2,950 | $8,377-64.8% | $6,734-56.2% | $11,431-74.2% |