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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 | $101,407 | $99,644+1.8% | $86,438+17.3% | $134,532-24.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.40% | 6787.26%-6804.7pp | 4397.19%-4414.6pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,087 | $4,402-75.3% | $3,769-71.2% | $4,741-77.1% |
| Participant deferral / active EE | $13,500 | $7,247+86.3% | $6,952+94.2% | $6,401+110.9% |
| Admin fee / account holder | $930 | $8,375-88.9% | $6,733-86.2% | $11,429-91.9% |