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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 | $184,372 | $99,644+85.0% | $86,438+113.3% | $134,532+37.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.28% | 6787.26%-6804.5pp | 4397.19%-4414.5pp | 418.27%-435.5pp |
| Employer contribution / active EE | $4,820 | $4,402+9.5% | $3,769+27.9% | $4,741+1.7% |
| Participant deferral / active EE | $7,649 | $7,247+5.5% | $6,952+10.0% | $6,401+19.5% |
| Admin fee / account holder | $20,736 | $8,375+147.6% | $6,733+208.0% | $11,429+81.4% |