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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 | $102,019 | $99,668+2.4% | $86,451+18.0% | $134,545-24.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.34% | 6789.61%-6809.9pp | 4398.51%-4418.8pp | 418.37%-438.7pp |
| Employer contribution / active EE | $4,656 | $4,403+5.7% | $3,770+23.5% | $4,742-1.8% |
| Participant deferral / active EE | $19,985 | $7,249+175.7% | $6,953+187.4% | $6,401+212.2% |
| Admin fee / account holder | $16,836 | $8,377+101.0% | $6,734+150.0% | $11,431+47.3% |