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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 | $37,826 | $99,644-62.0% | $86,438-56.2% | $134,532-71.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -17.47% | 6787.26%-6804.7pp | 4397.19%-4414.7pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,590 | $4,402-63.9% | $3,769-57.8% | $4,741-66.5% |
| Participant deferral / active EE | $5,778 | $7,247-20.3% | $6,952-16.9% | $6,401-9.7% |
| Admin fee / account holder | $749 | $8,375-91.1% | $6,733-88.9% | $11,429-93.4% |