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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 | $90,091 | $97,761-7.8% | $83,850+7.4% | $135,382-33.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.37% | 1287.44%-1294.8pp | 850.92%-858.3pp | 519.77%-527.1pp |
| Employer contribution / active EE | $20,771 | $4,222+392.0% | $3,631+472.1% | $4,779+334.6% |
| Participant deferral / active EE | $14,637 | $4,682+212.6% | $4,082+258.6% | $5,609+161.0% |
| Admin fee / account holder | $407 | $6,674-93.9% | $5,478-92.6% | $10,829-96.2% |