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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 | $176,116 | $99,644+76.7% | $86,438+103.7% | $134,532+30.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.70% | 6787.26%-6792.0pp | 4397.19%-4401.9pp | 418.27%-423.0pp |
| Employer contribution / active EE | $16,497 | $4,402+274.7% | $3,769+337.6% | $4,741+247.9% |
| Participant deferral / active EE | $16,500 | $7,247+127.7% | $6,952+137.3% | $6,401+157.8% |
| Admin fee / account holder | $3,143 | $8,375-62.5% | $6,733-53.3% | $11,429-72.5% |