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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 | $53,818 | $99,644-46.0% | $86,438-37.7% | $134,532-60.0% |
| Participation rate | 85.0% | 82.1%+2.9pp | 80.3%+4.7pp | 81.2%+3.8pp |
| Annual return | -18.58% | 6787.26%-6805.8pp | 4397.19%-4415.8pp | 418.27%-436.9pp |
| Employer contribution / active EE | $8,775 | $4,402+99.3% | $3,769+132.8% | $4,741+85.1% |
| Participant deferral / active EE | $5,429 | $7,247-25.1% | $6,952-21.9% | $6,401-15.2% |
| Admin fee / account holder | $5,190 | $8,375-38.0% | $6,733-22.9% | $11,429-54.6% |