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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 | $45,552 | $99,644-54.3% | $86,438-47.3% | $134,532-66.1% |
| Participation rate | 83.3% | 82.1%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -12.52% | 6787.26%-6799.8pp | 4397.19%-4409.7pp | 418.27%-430.8pp |
| Employer contribution / active EE | $1,325 | $4,402-69.9% | $3,769-64.8% | $4,741-72.1% |
| Participant deferral / active EE | $4,492 | $7,247-38.0% | $6,952-35.4% | $6,401-29.8% |
| Admin fee / account holder | $85,091 | $8,375+916.1% | $6,733+1163.8% | $11,429+644.5% |