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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 | $55,224 | $99,668-44.6% | $86,451-36.1% | $134,545-59.0% |
| Participation rate | 77.8% | 82.1%-4.3pp | 80.3%-2.6pp | 81.2%-3.5pp |
| Annual return | -12.33% | 6789.61%-6801.9pp | 4398.51%-4410.8pp | 418.37%-430.7pp |
| Employer contribution / active EE | $2,168 | $4,403-50.8% | $3,770-42.5% | $4,742-54.3% |
| Participant deferral / active EE | $5,739 | $7,249-20.8% | $6,953-17.5% | $6,401-10.3% |
| Admin fee / account holder | $13,051 | $8,377+55.8% | $6,734+93.8% | $11,431+14.2% |