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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 | $153,463 | $99,644+54.0% | $86,438+77.5% | $134,532+14.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.90% | 6787.26%-6808.2pp | 4397.19%-4418.1pp | 418.27%-439.2pp |
| Employer contribution / active EE | $7,642 | $4,402+73.6% | $3,769+102.7% | $4,741+61.2% |
| Participant deferral / active EE | $30,809 | $7,247+325.1% | $6,952+343.1% | $6,401+381.3% |
| Admin fee / account holder | $9,561 | $8,375+14.2% | $6,733+42.0% | $11,429-16.3% |