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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 | $135,407 | $99,647+35.9% | $86,439+56.7% | $134,509+0.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.90% | 6784.13%-6797.0pp | 4395.55%-4408.4pp | 418.13%-431.0pp |
| Employer contribution / active EE | $4,185 | $4,401-4.9% | $3,769+11.0% | $4,741-11.7% |
| Participant deferral / active EE | $9,341 | $7,246+28.9% | $6,952+34.4% | $6,400+45.9% |
| Admin fee / account holder | $8,331 | $8,373-0.5% | $6,732+23.8% | $11,427-27.1% |