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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 | $117,458 | $99,647+17.9% | $86,439+35.9% | $134,509-12.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.77% | 6784.13%-6798.9pp | 4395.55%-4410.3pp | 418.13%-432.9pp |
| Employer contribution / active EE | $2,543 | $4,401-42.2% | $3,769-32.5% | $4,741-46.3% |
| Participant deferral / active EE | $8,122 | $7,246+12.1% | $6,952+16.8% | $6,400+26.9% |
| Admin fee / account holder | $682 | $8,373-91.9% | $6,732-89.9% | $11,427-94.0% |