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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 | $96,518 | $99,647-3.1% | $86,439+11.7% | $134,509-28.2% |
| Participation rate | 71.4% | 82.1%-10.6pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -19.40% | 6784.13%-6803.5pp | 4395.55%-4415.0pp | 418.13%-437.5pp |
| Employer contribution / active EE | $5,224 | $4,401+18.7% | $3,769+38.6% | $4,741+10.2% |
| Participant deferral / active EE | $7,991 | $7,246+10.3% | $6,952+14.9% | $6,400+24.8% |
| Admin fee / account holder | $2,267 | $8,373-72.9% | $6,732-66.3% | $11,427-80.2% |