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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 | $102,249 | $99,644+2.6% | $86,438+18.3% | $134,532-24.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.76% | 6787.26%-6807.0pp | 4397.19%-4417.0pp | 418.27%-438.0pp |
| Employer contribution / active EE | $21,900 | $4,402+397.5% | $3,769+481.0% | $4,741+361.9% |
| Participant deferral / active EE | $17,250 | $7,247+138.0% | $6,952+148.1% | $6,401+169.5% |
| Admin fee / account holder | $712 | $8,375-91.5% | $6,733-89.4% | $11,429-93.8% |