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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 | $31,026 | $99,668-68.9% | $86,451-64.1% | $134,545-76.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.67% | 6789.61%-6809.3pp | 4398.51%-4418.2pp | 418.37%-438.0pp |
| Employer contribution / active EE | $2,499 | $4,403-43.3% | $3,770-33.7% | $4,742-47.3% |
| Participant deferral / active EE | $11,460 | $7,249+58.1% | $6,953+64.8% | $6,401+79.0% |
| Admin fee / account holder | $523 | $8,377-93.8% | $6,734-92.2% | $11,431-95.4% |