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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 | $124,966 | $99,647+25.4% | $86,439+44.6% | $134,509-7.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.50% | 6784.13%-6801.6pp | 4395.55%-4413.1pp | 418.13%-435.6pp |
| Employer contribution / active EE | $9,756 | $4,401+121.7% | $3,769+158.9% | $4,741+105.8% |
| Participant deferral / active EE | $10,703 | $7,246+47.7% | $6,952+54.0% | $6,400+67.2% |
| Admin fee / account holder | $697 | $8,373-91.7% | $6,732-89.6% | $11,427-93.9% |