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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 | $104,556 | $99,644+4.9% | $86,438+21.0% | $134,532-22.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.75% | 6787.26%-6806.0pp | 4397.19%-4415.9pp | 418.27%-437.0pp |
| Employer contribution / active EE | $12,357 | $4,402+180.7% | $3,769+227.8% | $4,741+160.6% |
| Participant deferral / active EE | $7,448 | $7,247+2.8% | $6,952+7.1% | $6,401+16.4% |
| Admin fee / account holder | $1,284 | $8,375-84.7% | $6,733-80.9% | $11,429-88.8% |