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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 | $99,668-64.5% | $86,451-59.1% | $134,545-73.7% |
| Participation rate | 78.6% | 82.1%-3.5pp | 80.3%-1.8pp | 81.2%-2.7pp |
| Annual return | -20.22% | 6789.61%-6809.8pp | 4398.51%-4418.7pp | 418.37%-438.6pp |
| Employer contribution / active EE | $1,875 | $4,403-57.4% | $3,770-50.3% | $4,742-60.5% |
| Participant deferral / active EE | $2,386 | $7,249-67.1% | $6,953-65.7% | $6,401-62.7% |
| Admin fee / account holder | $8,357 | $8,377-0.2% | $6,734+24.1% | $11,431-26.9% |