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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 | $83,194 | $97,729-14.9% | $83,830-0.8% | $135,379-38.5% |
| Participation rate | 70.0% | 80.0%-10.0pp | 76.1%-6.1pp | 82.6%-12.6pp |
| Annual return | -4.78% | 1287.52%-1292.3pp | 850.97%-855.8pp | 519.79%-524.6pp |
| Employer contribution / active EE | $2,295 | $4,222-45.6% | $3,631-36.8% | $4,779-52.0% |
| Participant deferral / active EE | $3,799 | $4,683-18.9% | $4,082-6.9% | $5,609-32.3% |
| Admin fee / account holder | $77,094 | $6,674+1055.1% | $5,479+1307.2% | $10,828+612.0% |