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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 | $95,635 | $99,668-4.0% | $86,451+10.6% | $134,545-28.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.16% | 6789.61%-6805.8pp | 4398.51%-4414.7pp | 418.37%-434.5pp |
| Employer contribution / active EE | $8,315 | $4,403+88.9% | $3,770+120.6% | $4,742+75.4% |
| Participant deferral / active EE | $9,690 | $7,249+33.7% | $6,953+39.4% | $6,401+51.4% |
| Admin fee / account holder | $5,244 | $8,377-37.4% | $6,734-22.1% | $11,431-54.1% |