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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 | $75,791 | $99,647-23.9% | $86,439-12.3% | $134,509-43.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.91% | 6784.13%-6796.0pp | 4395.55%-4407.5pp | 418.13%-430.0pp |
| Employer contribution / active EE | $4,683 | $4,401+6.4% | $3,769+24.2% | $4,741-1.2% |
| Participant deferral / active EE | $10,196 | $7,246+40.7% | $6,952+46.7% | $6,400+59.3% |
| Admin fee / account holder | $20,827 | $8,373+148.7% | $6,732+209.4% | $11,427+82.3% |