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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 | $84,999 | $99,647-14.7% | $86,439-1.7% | $134,493-36.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.06% | 6784.13%-6798.2pp | 4395.55%-4409.6pp | 418.01%-432.1pp |
| Employer contribution / active EE | $10,836 | $4,401+146.2% | $3,769+187.5% | $4,740+128.6% |
| Participant deferral / active EE | $20,500 | $7,246+182.9% | $6,952+194.9% | $6,400+220.3% |
| Admin fee / account holder | $306 | $8,373-96.3% | $6,732-95.5% | $11,425-97.3% |