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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 | $46,707 | $99,668-53.1% | $86,451-46.0% | $134,545-65.3% |
| Participation rate | 82.4% | 82.1%+0.3pp | 80.3%+2.0pp | 81.2%+1.1pp |
| Annual return | -17.35% | 6789.61%-6807.0pp | 4398.51%-4415.9pp | 418.37%-435.7pp |
| Employer contribution / active EE | $1,868 | $4,403-57.6% | $3,770-50.5% | $4,742-60.6% |
| Participant deferral / active EE | $3,590 | $7,249-50.5% | $6,953-48.4% | $6,401-43.9% |
| Admin fee / account holder | $2,208 | $8,377-73.6% | $6,734-67.2% | $11,431-80.7% |