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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 | $116,208 | $99,668+16.6% | $86,451+34.4% | $134,545-13.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.34% | 6789.61%-6805.0pp | 4398.51%-4413.9pp | 418.37%-433.7pp |
| Employer contribution / active EE | $2,050 | $4,403-53.5% | $3,770-45.6% | $4,742-56.8% |
| Participant deferral / active EE | $7,606 | $7,249+4.9% | $6,953+9.4% | $6,401+18.8% |
| Admin fee / account holder | $612 | $8,377-92.7% | $6,734-90.9% | $11,431-94.7% |