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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 | $43,638 | $99,668-56.2% | $86,451-49.5% | $134,545-67.6% |
| Participation rate | 81.8% | 82.1%-0.2pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -18.09% | 6789.61%-6807.7pp | 4398.51%-4416.6pp | 418.37%-436.5pp |
| Employer contribution / active EE | $3,076 | $4,403-30.1% | $3,770-18.4% | $4,742-35.1% |
| Participant deferral / active EE | $6,993 | $7,249-3.5% | $6,953+0.6% | $6,401+9.3% |
| Admin fee / account holder | $1,445 | $8,377-82.7% | $6,734-78.5% | $11,431-87.4% |