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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 | $180,771 | $99,644+81.4% | $86,438+109.1% | $134,532+34.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.13% | 6787.26%-6801.4pp | 4397.19%-4411.3pp | 418.27%-432.4pp |
| Employer contribution / active EE | $921 | $4,402-79.1% | $3,769-75.6% | $4,741-80.6% |
| Participant deferral / active EE | $12,225 | $7,247+68.7% | $6,952+75.8% | $6,401+91.0% |
| Admin fee / account holder | $102,397 | $8,375+1122.7% | $6,733+1420.8% | $11,429+796.0% |