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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 | $213,686 | $99,647+114.4% | $86,439+147.2% | $134,509+58.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.74% | 6784.13%-6803.9pp | 4395.55%-4415.3pp | 418.13%-437.9pp |
| Employer contribution / active EE | $3,436 | $4,401-21.9% | $3,769-8.8% | $4,741-27.5% |
| Participant deferral / active EE | $6,008 | $7,246-17.1% | $6,952-13.6% | $6,400-6.1% |
| Admin fee / account holder | $546 | $8,373-93.5% | $6,732-91.9% | $11,427-95.2% |