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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 | $149,048 | $99,644+49.6% | $86,438+72.4% | $134,532+10.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.57% | 6787.26%-6799.8pp | 4397.19%-4409.8pp | 418.27%-430.8pp |
| Employer contribution / active EE | $20,497 | $4,402+365.6% | $3,769+443.8% | $4,741+332.3% |
| Participant deferral / active EE | $16,808 | $7,247+131.9% | $6,952+141.8% | $6,401+162.6% |
| Admin fee / account holder | $27,489 | $8,375+228.2% | $6,733+308.3% | $11,429+140.5% |