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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 | $62,384 | $99,644-37.4% | $86,438-27.8% | $134,532-53.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.09% | 6787.26%-6806.3pp | 4397.19%-4416.3pp | 418.27%-437.4pp |
| Employer contribution / active EE | $2,248 | $4,402-48.9% | $3,769-40.4% | $4,741-52.6% |
| Participant deferral / active EE | $8,313 | $7,247+14.7% | $6,952+19.6% | $6,401+29.9% |
| Admin fee / account holder | $1,448 | $8,375-82.7% | $6,733-78.5% | $11,429-87.3% |