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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 | $218,053 | $99,644+118.8% | $86,438+152.3% | $134,532+62.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -17.05% | 6787.26%-6804.3pp | 4397.19%-4414.2pp | 418.27%-435.3pp |
| Employer contribution / active EE | $1,295 | $4,402-70.6% | $3,769-65.7% | $4,741-72.7% |
| Participant deferral / active EE | $9,825 | $7,247+35.6% | $6,952+41.3% | $6,401+53.5% |
| Admin fee / account holder | $1,949 | $8,375-76.7% | $6,733-71.1% | $11,429-82.9% |