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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 | $89,260 | $97,732-8.7% | $83,831+6.5% | $135,380-34.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.25% | 1287.56%-1296.8pp | 850.99%-860.2pp | 519.81%-529.1pp |
| Employer contribution / active EE | $1,177 | $4,222-72.1% | $3,631-67.6% | $4,779-75.4% |
| Participant deferral / active EE | $7,369 | $4,683+57.4% | $4,082+80.5% | $5,609+31.4% |
| Admin fee / account holder | $552 | $6,675-91.7% | $5,479-89.9% | $10,828-94.9% |