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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 | $155,431 | $99,644+56.0% | $86,438+79.8% | $134,532+15.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.23% | 6787.26%-6802.5pp | 4397.19%-4412.4pp | 418.27%-433.5pp |
| Employer contribution / active EE | $2,181 | $4,402-50.4% | $3,769-42.1% | $4,741-54.0% |
| Participant deferral / active EE | $7,819 | $7,247+7.9% | $6,952+12.5% | $6,401+22.2% |
| Admin fee / account holder | $6,717 | $8,375-19.8% | $6,733-0.2% | $11,429-41.2% |