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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 | $160,849 | $99,644+61.4% | $86,438+86.1% | $134,532+19.6% |
| Participation rate | 81.8% | 82.1%-0.2pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -16.90% | 6787.26%-6804.2pp | 4397.19%-4414.1pp | 418.27%-435.2pp |
| Employer contribution / active EE | $7,363 | $4,402+67.3% | $3,769+95.3% | $4,741+55.3% |
| Participant deferral / active EE | $2,817 | $7,247-61.1% | $6,952-59.5% | $6,401-56.0% |
| Admin fee / account holder | $1,985 | $8,375-76.3% | $6,733-70.5% | $11,429-82.6% |