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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 | $117,472 | $99,668+17.9% | $86,451+35.9% | $134,545-12.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.38% | 6789.61%-6809.0pp | 4398.51%-4417.9pp | 418.37%-437.8pp |
| Employer contribution / active EE | $2,737 | $4,403-37.8% | $3,770-27.4% | $4,742-42.3% |
| Participant deferral / active EE | $3,333 | $7,249-54.0% | $6,953-52.1% | $6,401-47.9% |
| Admin fee / account holder | $2,348 | $8,377-72.0% | $6,734-65.1% | $11,431-79.5% |