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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 | $26,174 | $99,647-73.7% | $86,439-69.7% | $134,509-80.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -15.28% | 6784.13%-6799.4pp | 4395.55%-4410.8pp | 418.13%-433.4pp |
| Employer contribution / active EE | $1,631 | $4,401-62.9% | $3,769-56.7% | $4,741-65.6% |
| Participant deferral / active EE | $2,438 | $7,246-66.4% | $6,952-64.9% | $6,400-61.9% |
| Admin fee / account holder | $4,234 | $8,373-49.4% | $6,732-37.1% | $11,427-62.9% |