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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 | $48,579 | $99,644-51.2% | $86,438-43.8% | $134,532-63.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -19.21% | 6787.26%-6806.5pp | 4397.19%-4416.4pp | 418.27%-437.5pp |
| Employer contribution / active EE | $4,439 | $4,402+0.8% | $3,769+17.8% | $4,741-6.4% |
| Participant deferral / active EE | $9,993 | $7,247+37.9% | $6,952+43.7% | $6,401+56.1% |
| Admin fee / account holder | $2,681 | $8,375-68.0% | $6,733-60.2% | $11,429-76.5% |