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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 | $157,152 | $99,644+57.7% | $86,438+81.8% | $134,532+16.8% |
| Participation rate | 94.4% | 82.1%+12.4pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -20.24% | 6787.26%-6807.5pp | 4397.19%-4417.4pp | 418.27%-438.5pp |
| Employer contribution / active EE | $3,552 | $4,402-19.3% | $3,769-5.8% | $4,741-25.1% |
| Participant deferral / active EE | $9,009 | $7,247+24.3% | $6,952+29.6% | $6,401+40.7% |
| Admin fee / account holder | $702 | $8,375-91.6% | $6,733-89.6% | $11,429-93.9% |