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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 | $163,427 | $99,644+64.0% | $86,438+89.1% | $134,532+21.5% |
| Participation rate | 94.7% | 82.1%+12.7pp | 80.3%+14.4pp | 81.2%+13.5pp |
| Annual return | -18.21% | 6787.26%-6805.5pp | 4397.19%-4415.4pp | 418.27%-436.5pp |
| Employer contribution / active EE | $4,215 | $4,402-4.2% | $3,769+11.8% | $4,741-11.1% |
| Participant deferral / active EE | $12,713 | $7,247+75.4% | $6,952+82.9% | $6,401+98.6% |
| Admin fee / account holder | $1,160 | $8,375-86.1% | $6,733-82.8% | $11,429-89.9% |