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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 | $19,590 | $99,647-80.3% | $86,439-77.3% | $134,509-85.4% |
| Participation rate | 81.8% | 82.1%-0.2pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -19.98% | 6784.13%-6804.1pp | 4395.55%-4415.5pp | 418.13%-438.1pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,938 | $7,246-31.9% | $6,952-29.0% | $6,400-22.8% |
| Admin fee / account holder | $1,047 | $8,373-87.5% | $6,732-84.4% | $11,427-90.8% |