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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 | $138,788 | $99,644+39.3% | $86,438+60.6% | $134,532+3.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.35% | 6787.26%-6794.6pp | 4397.19%-4404.5pp | 418.27%-425.6pp |
| Employer contribution / active EE | $2,445 | $4,402-44.4% | $3,769-35.1% | $4,741-48.4% |
| Participant deferral / active EE | $4,391 | $7,247-39.4% | $6,952-36.8% | $6,401-31.4% |
| Admin fee / account holder | $13,579 | $8,375+62.1% | $6,733+101.7% | $11,429+18.8% |