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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 | $243,549 | $99,668+144.4% | $86,451+181.7% | $134,545+81.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.21% | 6789.61%-6808.8pp | 4398.51%-4417.7pp | 418.37%-437.6pp |
| Employer contribution / active EE | $9,001 | $4,403+104.4% | $3,770+138.7% | $4,742+89.8% |
| Participant deferral / active EE | $11,371 | $7,249+56.9% | $6,953+63.5% | $6,401+77.6% |
| Admin fee / account holder | $1,986 | $8,377-76.3% | $6,734-70.5% | $11,431-82.6% |