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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 | $115,392 | $99,647+15.8% | $86,439+33.5% | $134,509-14.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.45% | 6784.13%-6801.6pp | 4395.55%-4413.0pp | 418.13%-435.6pp |
| Employer contribution / active EE | $1,864 | $4,401-57.7% | $3,769-50.6% | $4,741-60.7% |
| Participant deferral / active EE | $14,856 | $7,246+105.0% | $6,952+113.7% | $6,400+132.1% |
| Admin fee / account holder | $1,989 | $8,373-76.2% | $6,732-70.5% | $11,427-82.6% |