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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 | $58,297 | $99,644-41.5% | $86,438-32.6% | $134,532-56.7% |
| Participation rate | 94.1% | 82.1%+12.1pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -17.25% | 6787.26%-6804.5pp | 4397.19%-4414.4pp | 418.27%-435.5pp |
| Employer contribution / active EE | $7,975 | $4,402+81.2% | $3,769+111.6% | $4,741+68.2% |
| Participant deferral / active EE | $13,601 | $7,247+87.7% | $6,952+95.6% | $6,401+112.5% |
| Admin fee / account holder | $19,165 | $8,375+128.8% | $6,733+184.6% | $11,429+67.7% |