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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 | $29,638 | $99,644-70.3% | $86,438-65.7% | $134,532-78.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.21% | 6787.26%-6806.5pp | 4397.19%-4416.4pp | 418.27%-437.5pp |
| Employer contribution / active EE | $4,126 | $4,402-6.3% | $3,769+9.5% | $4,741-13.0% |
| Participant deferral / active EE | $6,816 | $7,247-6.0% | $6,952-2.0% | $6,401+6.5% |
| Admin fee / account holder | $791 | $8,375-90.6% | $6,733-88.3% | $11,429-93.1% |