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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 | $221,832 | $99,668+122.6% | $86,451+156.6% | $134,545+64.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.39% | 6789.61%-6803.0pp | 4398.51%-4411.9pp | 418.37%-431.8pp |
| Employer contribution / active EE | $7,393 | $4,403+67.9% | $3,770+96.1% | $4,742+55.9% |
| Participant deferral / active EE | $9,303 | $7,249+28.3% | $6,953+33.8% | $6,401+45.3% |
| Admin fee / account holder | $1,041 | $8,377-87.6% | $6,734-84.5% | $11,431-90.9% |