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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 | $74,722 | $69,774+7.1% | $67,561+10.6% | $74,429+0.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.72% | -40.53%+52.2pp | 3525.44%-3513.7pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $2,349 | $2,710-13.3% | $2,735-14.1% | $2,625-10.5% |
| Participant deferral / active EE | $3,497 | $3,636-3.8% | $4,003-12.6% | $4,348-19.6% |
| Admin fee / account holder | $11,132 | $890+1151.1% | $4,006+177.9% | $1,944+472.6% |