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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 | $53,325 | $58,320-8.6% | $86,438-38.3% | $66,938-20.3% |
| Participation rate | 98.3% | 78.6%+19.7pp | 80.3%+17.9pp | 69.8%+28.5pp |
| Annual return | -13.01% | -9.71%-3.3pp | 4397.19%-4410.2pp | 1.58%-14.6pp |
| Employer contribution / active EE | $3,130 | $2,615+19.7% | $3,769-17.0% | $2,545+23.0% |
| Participant deferral / active EE | $8,635 | $6,899+25.2% | $6,952+24.2% | $4,238+103.7% |
| Admin fee / account holder | $7,676 | $546+1306.3% | $6,733+14.0% | $594+1193.4% |