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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 | $82,054 | $99,668-17.7% | $86,451-5.1% | $134,545-39.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.43% | 6789.61%-6809.0pp | 4398.51%-4417.9pp | 418.37%-437.8pp |
| Employer contribution / active EE | $24,652 | $4,403+459.9% | $3,770+553.9% | $4,742+419.9% |
| Participant deferral / active EE | $12,300 | $7,249+69.7% | $6,953+76.9% | $6,401+92.1% |
| Admin fee / account holder | $832 | $8,377-90.1% | $6,734-87.6% | $11,431-92.7% |