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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 | $28,766 | $99,647-71.1% | $86,439-66.7% | $134,509-78.6% |
| Participation rate | 85.7% | 82.1%+3.7pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.19% | 6784.13%-6803.3pp | 4395.55%-4414.7pp | 418.13%-437.3pp |
| Employer contribution / active EE | $2,964 | $4,401-32.6% | $3,769-21.3% | $4,741-37.5% |
| Participant deferral / active EE | $6,835 | $7,246-5.7% | $6,952-1.7% | $6,400+6.8% |
| Admin fee / account holder | $4,140 | $8,373-50.6% | $6,732-38.5% | $11,427-63.8% |