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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 | $99,880 | $99,668+0.2% | $86,451+15.5% | $134,545-25.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.55% | 6789.61%-6804.2pp | 4398.51%-4413.1pp | 418.37%-432.9pp |
| Employer contribution / active EE | $1,476 | $4,403-66.5% | $3,770-60.8% | $4,742-68.9% |
| Participant deferral / active EE | $7,341 | $7,249+1.3% | $6,953+5.6% | $6,401+14.7% |
| Admin fee / account holder | $6,361 | $8,377-24.1% | $6,734-5.5% | $11,431-44.3% |