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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 | $65,267 | $99,644-34.5% | $86,438-24.5% | $134,532-51.5% |
| Participation rate | 85.7% | 82.1%+3.7pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -7.48% | 6787.26%-6794.7pp | 4397.19%-4404.7pp | 418.27%-425.7pp |
| Employer contribution / active EE | $1,856 | $4,402-57.8% | $3,769-50.8% | $4,741-60.8% |
| Participant deferral / active EE | $10,137 | $7,247+39.9% | $6,952+45.8% | $6,401+58.4% |
| Admin fee / account holder | $425 | $8,375-94.9% | $6,733-93.7% | $11,429-96.3% |