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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 | $61,101 | $99,644-38.7% | $86,438-29.3% | $134,532-54.6% |
| Participation rate | 87.0% | 82.1%+4.9pp | 80.3%+6.6pp | 81.2%+5.7pp |
| Annual return | -12.60% | 6787.26%-6799.9pp | 4397.19%-4409.8pp | 418.27%-430.9pp |
| Employer contribution / active EE | $6,412 | $4,402+45.7% | $3,769+70.1% | $4,741+35.2% |
| Participant deferral / active EE | $8,783 | $7,247+21.2% | $6,952+26.3% | $6,401+37.2% |
| Admin fee / account holder | $1,716 | $8,375-79.5% | $6,733-74.5% | $11,429-85.0% |