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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 | $69,091 | $97,732-29.3% | $83,831-17.6% | $135,380-49.0% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -4.47% | 1287.56%-1292.0pp | 850.99%-855.5pp | 519.81%-524.3pp |
| Employer contribution / active EE | $1,113 | $4,222-73.6% | $3,631-69.3% | $4,779-76.7% |
| Participant deferral / active EE | $1,259 | $4,683-73.1% | $4,082-69.2% | $5,609-77.6% |
| Admin fee / account holder | $28,986 | $6,675+334.3% | $5,479+429.1% | $10,828+167.7% |