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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 | $86,619 | $99,668-13.1% | $86,451+0.2% | $134,545-35.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.23% | 6789.61%-6808.8pp | 4398.51%-4417.7pp | 418.37%-437.6pp |
| Employer contribution / active EE | $6,667 | $4,403+51.4% | $3,770+76.8% | $4,742+40.6% |
| Participant deferral / active EE | $4,663 | $7,249-35.7% | $6,953-32.9% | $6,401-27.2% |
| Admin fee / account holder | $4,500 | $8,377-46.3% | $6,734-33.2% | $11,431-60.6% |