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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 | $231,630 | $99,644+132.5% | $86,438+168.0% | $134,532+72.2% |
| Participation rate | 90.0% | 82.1%+7.9pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -14.93% | 6787.26%-6802.2pp | 4397.19%-4412.1pp | 418.27%-433.2pp |
| Employer contribution / active EE | $7,206 | $4,402+63.7% | $3,769+91.2% | $4,741+52.0% |
| Participant deferral / active EE | $5,048 | $7,247-30.4% | $6,952-27.4% | $6,401-21.1% |
| Admin fee / account holder | $2,127 | $8,375-74.6% | $6,733-68.4% | $11,429-81.4% |