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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 | $156,531 | $99,644+57.1% | $86,438+81.1% | $134,532+16.4% |
| Participation rate | 94.7% | 82.1%+12.7pp | 80.3%+14.4pp | 81.2%+13.5pp |
| Annual return | -16.98% | 6787.26%-6804.2pp | 4397.19%-4414.2pp | 418.27%-435.3pp |
| Employer contribution / active EE | $6,947 | $4,402+57.8% | $3,769+84.3% | $4,741+46.5% |
| Participant deferral / active EE | $10,722 | $7,247+47.9% | $6,952+54.2% | $6,401+67.5% |
| Admin fee / account holder | $3,986 | $8,375-52.4% | $6,733-40.8% | $11,429-65.1% |