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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 | $124,371 | $99,644+24.8% | $86,438+43.9% | $134,532-7.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.82% | 6787.26%-6803.1pp | 4397.19%-4413.0pp | 418.27%-434.1pp |
| Employer contribution / active EE | $12,607 | $4,402+186.4% | $3,769+234.4% | $4,741+165.9% |
| Participant deferral / active EE | $7,389 | $7,247+2.0% | $6,952+6.3% | $6,401+15.4% |
| Admin fee / account holder | $1,075 | $8,375-87.2% | $6,733-84.0% | $11,429-90.6% |