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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 | $111,294 | $99,644+11.7% | $86,438+28.8% | $134,532-17.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.15% | 6787.26%-6801.4pp | 4397.19%-4411.3pp | 418.27%-432.4pp |
| Employer contribution / active EE | $4,679 | $4,402+6.3% | $3,769+24.1% | $4,741-1.3% |
| Participant deferral / active EE | $18,024 | $7,247+148.7% | $6,952+159.2% | $6,401+181.6% |
| Admin fee / account holder | $29,208 | $8,375+248.8% | $6,733+333.8% | $11,429+155.6% |