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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 | $187,760 | $99,668+88.4% | $86,451+117.2% | $134,545+39.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.54% | 6789.61%-6805.1pp | 4398.51%-4414.0pp | 418.37%-433.9pp |
| Employer contribution / active EE | $4,945 | $4,403+12.3% | $3,770+31.2% | $4,742+4.3% |
| Participant deferral / active EE | $13,215 | $7,249+82.3% | $6,953+90.1% | $6,401+106.4% |
| Admin fee / account holder | $1,680 | $8,377-79.9% | $6,734-75.0% | $11,431-85.3% |