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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 | $40,092 | $99,668-59.8% | $86,451-53.6% | $134,545-70.2% |
| Participation rate | 87.0% | 82.1%+4.9pp | 80.3%+6.6pp | 81.2%+5.7pp |
| Annual return | -14.41% | 6789.61%-6804.0pp | 4398.51%-4412.9pp | 418.37%-432.8pp |
| Employer contribution / active EE | $4,125 | $4,403-6.3% | $3,770+9.4% | $4,742-13.0% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,587 | $8,377-45.2% | $6,734-31.9% | $11,431-59.9% |