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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 | $222,659 | $99,644+123.5% | $86,438+157.6% | $134,532+65.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.96% | 6787.26%-6799.2pp | 4397.19%-4409.2pp | 418.27%-430.2pp |
| Employer contribution / active EE | $3,933 | $4,402-10.7% | $3,769+4.3% | $4,741-17.1% |
| Participant deferral / active EE | $5,954 | $7,247-17.8% | $6,952-14.4% | $6,401-7.0% |
| Admin fee / account holder | $32,504 | $8,375+288.1% | $6,733+382.7% | $11,429+184.4% |