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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 | $99,668+15.8% | $86,451+33.5% | $134,545-14.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.45% | 6789.61%-6807.1pp | 4398.51%-4416.0pp | 418.37%-435.8pp |
| Employer contribution / active EE | $1,864 | $4,403-57.7% | $3,770-50.6% | $4,742-60.7% |
| Participant deferral / active EE | $14,856 | $7,249+104.9% | $6,953+113.7% | $6,401+132.1% |
| Admin fee / account holder | $1,989 | $8,377-76.3% | $6,734-70.5% | $11,431-82.6% |