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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 | $132,490 | $84,684+56.5% | $73,835+79.4% | $125,388+5.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.77% | 3123.93%-3124.7pp | 2268.13%-2268.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $16,504 | $3,123+428.4% | $2,788+492.1% | $4,866+239.2% |
| Participant deferral / active EE | $8,198 | $3,993+105.3% | $3,583+128.8% | $5,352+53.2% |
| Admin fee / account holder | $1,143 | $5,691-79.9% | $4,880-76.6% | $9,541-88.0% |