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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 | $140,710 | $92,743+51.7% | $82,744+70.1% | $134,532+4.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.82% | 946.63%-965.5pp | 702.22%-721.0pp | 418.27%-437.1pp |
| Employer contribution / active EE | $16,675 | $3,273+409.5% | $3,008+454.4% | $4,741+251.7% |
| Participant deferral / active EE | $16,469 | $4,802+243.0% | $4,395+274.8% | $6,401+157.3% |
| Admin fee / account holder | $772 | $5,977-87.1% | $5,325-85.5% | $11,429-93.2% |