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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 | $17,940 | $99,644-82.0% | $86,438-79.2% | $134,532-86.7% |
| Participation rate | 92.3% | 82.1%+10.2pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -19.11% | 6787.26%-6806.4pp | 4397.19%-4416.3pp | 418.27%-437.4pp |
| Employer contribution / active EE | $1,830 | $4,402-58.4% | $3,769-51.5% | $4,741-61.4% |
| Participant deferral / active EE | $4,185 | $7,247-42.3% | $6,952-39.8% | $6,401-34.6% |
| Admin fee / account holder | $817 | $8,375-90.2% | $6,733-87.9% | $11,429-92.9% |