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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 | $63,569 | $99,668-36.2% | $86,451-26.5% | $134,545-52.8% |
| Participation rate | 84.2% | 82.1%+2.1pp | 80.3%+3.9pp | 81.2%+3.0pp |
| Annual return | -18.14% | 6789.61%-6807.7pp | 4398.51%-4416.6pp | 418.37%-436.5pp |
| Employer contribution / active EE | $1,824 | $4,403-58.6% | $3,770-51.6% | $4,742-61.5% |
| Participant deferral / active EE | $3,435 | $7,249-52.6% | $6,953-50.6% | $6,401-46.3% |
| Admin fee / account holder | $3,249 | $8,377-61.2% | $6,734-51.8% | $11,431-71.6% |