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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 | $35,383 | $99,647-64.5% | $86,439-59.1% | $134,493-73.7% |
| Participation rate | 78.6% | 82.1%-3.5pp | 80.3%-1.8pp | 81.2%-2.7pp |
| Annual return | -20.22% | 6784.13%-6804.4pp | 4395.55%-4415.8pp | 418.01%-438.2pp |
| Employer contribution / active EE | $1,875 | $4,401-57.4% | $3,769-50.3% | $4,740-60.4% |
| Participant deferral / active EE | $2,386 | $7,246-67.1% | $6,952-65.7% | $6,400-62.7% |
| Admin fee / account holder | $8,357 | $8,373-0.2% | $6,732+24.1% | $11,425-26.8% |