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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 | $79,726 | $99,644-20.0% | $86,438-7.8% | $134,532-40.7% |
| Participation rate | 84.6% | 82.1%+2.6pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -7.00% | 6787.26%-6794.3pp | 4397.19%-4404.2pp | 418.27%-425.3pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,458 | $7,247-66.1% | $6,952-64.6% | $6,401-61.6% |
| Admin fee / account holder | $5,766 | $8,375-31.1% | $6,733-14.4% | $11,429-49.5% |