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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 | $109,699 | $99,644+10.1% | $86,438+26.9% | $134,532-18.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.37% | 6787.26%-6801.6pp | 4397.19%-4411.6pp | 418.27%-432.6pp |
| Employer contribution / active EE | $7,153 | $4,402+62.5% | $3,769+89.8% | $4,741+50.9% |
| Participant deferral / active EE | $9,172 | $7,247+26.5% | $6,952+31.9% | $6,401+43.3% |
| Admin fee / account holder | $10,556 | $8,375+26.0% | $6,733+56.8% | $11,429-7.6% |