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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 | $74,223 | $99,644-25.5% | $86,438-14.1% | $134,532-44.8% |
| Participation rate | 92.9% | 82.1%+10.8pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -20.91% | 6787.26%-6808.2pp | 4397.19%-4418.1pp | 418.27%-439.2pp |
| Employer contribution / active EE | $3,333 | $4,402-24.3% | $3,769-11.6% | $4,741-29.7% |
| Participant deferral / active EE | $7,182 | $7,247-0.9% | $6,952+3.3% | $6,401+12.2% |
| Admin fee / account holder | $1,171 | $8,375-86.0% | $6,733-82.6% | $11,429-89.8% |