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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 | $82,025 | $99,668-17.7% | $86,451-5.1% | $134,545-39.0% |
| Participation rate | 88.9% | 82.1%+6.8pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -7.14% | 6789.61%-6796.8pp | 4398.51%-4405.7pp | 418.37%-425.5pp |
| Employer contribution / active EE | $2,622 | $4,403-40.4% | $3,770-30.4% | $4,742-44.7% |
| Participant deferral / active EE | $9,370 | $7,249+29.3% | $6,953+34.8% | $6,401+46.4% |
| Admin fee / account holder | $5,935 | $8,377-29.1% | $6,734-11.9% | $11,431-48.1% |