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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 | $44,301 | $99,644-55.5% | $86,438-48.7% | $134,532-67.1% |
| Participation rate | 88.9% | 82.1%+6.8pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -17.73% | 6787.26%-6805.0pp | 4397.19%-4414.9pp | 418.27%-436.0pp |
| Employer contribution / active EE | $3,632 | $4,402-17.5% | $3,769-3.6% | $4,741-23.4% |
| Participant deferral / active EE | $5,875 | $7,247-18.9% | $6,952-15.5% | $6,401-8.2% |
| Admin fee / account holder | $14,007 | $8,375+67.3% | $6,733+108.0% | $11,429+22.6% |