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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 | $170,302 | $99,668+70.9% | $86,451+97.0% | $134,545+26.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.27% | 6789.61%-6805.9pp | 4398.51%-4414.8pp | 418.37%-434.6pp |
| Employer contribution / active EE | $6,408 | $4,403+45.5% | $3,770+70.0% | $4,742+35.2% |
| Participant deferral / active EE | $12,057 | $7,249+66.3% | $6,953+73.4% | $6,401+88.4% |
| Admin fee / account holder | $17,665 | $8,377+110.9% | $6,734+162.3% | $11,431+54.5% |