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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 | $106,582 | $99,668+6.9% | $86,451+23.3% | $134,545-20.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.13% | 6789.61%-6807.7pp | 4398.51%-4416.6pp | 418.37%-436.5pp |
| Employer contribution / active EE | $2,553 | $4,403-42.0% | $3,770-32.3% | $4,742-46.2% |
| Participant deferral / active EE | $3,058 | $7,249-57.8% | $6,953-56.0% | $6,401-52.2% |
| Admin fee / account holder | $1,568 | $8,377-81.3% | $6,734-76.7% | $11,431-86.3% |