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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 | $96,559 | $99,647-3.1% | $86,439+11.7% | $134,509-28.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.34% | 6784.13%-6796.5pp | 4395.55%-4407.9pp | 418.13%-430.5pp |
| Employer contribution / active EE | $2,144 | $4,401-51.3% | $3,769-43.1% | $4,741-54.8% |
| Participant deferral / active EE | $2,321 | $7,246-68.0% | $6,952-66.6% | $6,400-63.7% |
| Admin fee / account holder | $8,140 | $8,373-2.8% | $6,732+20.9% | $11,427-28.8% |