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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 | $99,644-80.3% | $86,438-77.3% | $134,532-85.4% |
| Participation rate | 81.8% | 82.1%-0.2pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -19.98% | 6787.26%-6807.2pp | 4397.19%-4417.2pp | 418.27%-438.2pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,938 | $7,247-31.9% | $6,952-29.0% | $6,401-22.9% |
| Admin fee / account holder | $1,047 | $8,375-87.5% | $6,733-84.5% | $11,429-90.8% |