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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 | $168,759 | $99,644+69.4% | $86,438+95.2% | $134,532+25.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.55% | 6787.26%-6805.8pp | 4397.19%-4415.7pp | 418.27%-436.8pp |
| Employer contribution / active EE | $23,293 | $4,402+429.1% | $3,769+517.9% | $4,741+391.3% |
| Participant deferral / active EE | $9,270 | $7,247+27.9% | $6,952+33.3% | $6,401+44.8% |
| Admin fee / account holder | $37,345 | $8,375+345.9% | $6,733+454.7% | $11,429+226.8% |