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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 | $50,215 | $99,668-49.6% | $86,451-41.9% | $134,545-62.7% |
| Participation rate | 82.6% | 82.1%+0.5pp | 80.3%+2.3pp | 81.2%+1.4pp |
| Annual return | -10.81% | 6789.61%-6800.4pp | 4398.51%-4409.3pp | 418.37%-429.2pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,551 | $7,249-23.4% | $6,953-20.2% | $6,401-13.3% |
| Admin fee / account holder | $1,204 | $8,377-85.6% | $6,734-82.1% | $11,431-89.5% |