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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 | $124,784 | $99,668+25.2% | $86,451+44.3% | $134,545-7.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.37% | 6789.61%-6810.0pp | 4398.51%-4418.9pp | 418.37%-438.7pp |
| Employer contribution / active EE | $14,652 | $4,403+232.8% | $3,770+288.7% | $4,742+209.0% |
| Participant deferral / active EE | $10,651 | $7,249+46.9% | $6,953+53.2% | $6,401+66.4% |
| Admin fee / account holder | $396 | $8,377-95.3% | $6,734-94.1% | $11,431-96.5% |