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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 | $62,042 | $99,644-37.7% | $86,438-28.2% | $134,532-53.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.15% | 6787.26%-6804.4pp | 4397.19%-4414.3pp | 418.27%-435.4pp |
| Employer contribution / active EE | $4,360 | $4,402-1.0% | $3,769+15.7% | $4,741-8.0% |
| Participant deferral / active EE | $8,218 | $7,247+13.4% | $6,952+18.2% | $6,401+28.4% |
| Admin fee / account holder | $317 | $8,375-96.2% | $6,733-95.3% | $11,429-97.2% |