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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 | $159,960 | $99,668+60.5% | $86,451+85.0% | $134,545+18.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.29% | 6789.61%-6805.9pp | 4398.51%-4414.8pp | 418.37%-434.7pp |
| Employer contribution / active EE | $815 | $4,403-81.5% | $3,770-78.4% | $4,742-82.8% |
| Participant deferral / active EE | $2,456 | $7,249-66.1% | $6,953-64.7% | $6,401-61.6% |
| Admin fee / account holder | $1,100 | $8,377-86.9% | $6,734-83.7% | $11,431-90.4% |