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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 | $139,262 | $99,644+39.8% | $86,438+61.1% | $134,532+3.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -16.93% | 6787.26%-6804.2pp | 4397.19%-4414.1pp | 418.27%-435.2pp |
| Employer contribution / active EE | $2,497 | $4,402-43.3% | $3,769-33.8% | $4,741-47.3% |
| Participant deferral / active EE | $10,006 | $7,247+38.1% | $6,952+43.9% | $6,401+56.3% |
| Admin fee / account holder | $1,671 | $8,375-80.0% | $6,733-75.2% | $11,429-85.4% |