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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 | $145,854 | $99,644+46.4% | $86,438+68.7% | $134,532+8.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.91% | 6787.26%-6807.2pp | 4397.19%-4417.1pp | 418.27%-438.2pp |
| Employer contribution / active EE | $22,471 | $4,402+410.5% | $3,769+496.1% | $4,741+374.0% |
| Participant deferral / active EE | $10,288 | $7,247+41.9% | $6,952+48.0% | $6,401+60.7% |
| Admin fee / account holder | $1,286 | $8,375-84.6% | $6,733-80.9% | $11,429-88.8% |