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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 | $211,009 | $99,644+111.8% | $86,438+144.1% | $134,532+56.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.50% | 6787.26%-6802.8pp | 4397.19%-4412.7pp | 418.27%-433.8pp |
| Employer contribution / active EE | $5,740 | $4,402+30.4% | $3,769+52.3% | $4,741+21.1% |
| Participant deferral / active EE | $12,876 | $7,247+77.7% | $6,952+85.2% | $6,401+101.2% |
| Admin fee / account holder | $17,525 | $8,375+109.3% | $6,733+160.3% | $11,429+53.3% |