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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 | $144,682 | $99,644+45.2% | $86,438+67.4% | $134,532+7.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.13% | 6787.26%-6804.4pp | 4397.19%-4414.3pp | 418.27%-435.4pp |
| Employer contribution / active EE | $20,000 | $4,402+354.3% | $3,769+430.6% | $4,741+321.8% |
| Participant deferral / active EE | $15,350 | $7,247+111.8% | $6,952+120.8% | $6,401+139.8% |
| Admin fee / account holder | $1,573 | $8,375-81.2% | $6,733-76.6% | $11,429-86.2% |