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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 | $109,249 | $99,647+9.6% | $86,439+26.4% | $134,509-18.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.12% | 6784.13%-6792.3pp | 4395.55%-4403.7pp | 418.13%-426.3pp |
| Employer contribution / active EE | $5,814 | $4,401+32.1% | $3,769+54.3% | $4,741+22.7% |
| Participant deferral / active EE | $17,755 | $7,246+145.0% | $6,952+155.4% | $6,400+177.4% |
| Admin fee / account holder | $1,191 | $8,373-85.8% | $6,732-82.3% | $11,427-89.6% |