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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 | $99,668-14.7% | $86,451-1.7% | $134,545-36.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.06% | 6789.61%-6803.7pp | 4398.51%-4412.6pp | 418.37%-432.4pp |
| Employer contribution / active EE | $10,836 | $4,403+146.1% | $3,770+187.4% | $4,742+128.5% |
| Participant deferral / active EE | $20,500 | $7,249+182.8% | $6,953+194.8% | $6,401+220.2% |
| Admin fee / account holder | $306 | $8,377-96.3% | $6,734-95.5% | $11,431-97.3% |