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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 | $89,385 | $99,647-10.3% | $86,439+3.4% | $134,509-33.5% |
| Participation rate | 88.9% | 82.1%+6.8pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -15.59% | 6784.13%-6799.7pp | 4395.55%-4411.1pp | 418.13%-433.7pp |
| Employer contribution / active EE | $2,109 | $4,401-52.1% | $3,769-44.0% | $4,741-55.5% |
| Participant deferral / active EE | $9,139 | $7,246+26.1% | $6,952+31.5% | $6,400+42.8% |
| Admin fee / account holder | $538 | $8,373-93.6% | $6,732-92.0% | $11,427-95.3% |