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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 | $133,924 | $99,644+34.4% | $86,438+54.9% | $134,532-0.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -10.41% | 6787.26%-6797.7pp | 4397.19%-4407.6pp | 418.27%-428.7pp |
| Employer contribution / active EE | $2,327 | $4,402-47.1% | $3,769-38.3% | $4,741-50.9% |
| Participant deferral / active EE | $7,600 | $7,247+4.9% | $6,952+9.3% | $6,401+18.7% |
| Admin fee / account holder | $32,680 | $8,375+290.2% | $6,733+385.4% | $11,429+185.9% |