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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 | $24,103 | $99,668-75.8% | $86,451-72.1% | $134,545-82.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -20.24% | 6789.61%-6809.9pp | 4398.51%-4418.8pp | 418.37%-438.6pp |
| Employer contribution / active EE | $4,852 | $4,403+10.2% | $3,770+28.7% | $4,742+2.3% |
| Participant deferral / active EE | $5,840 | $7,249-19.4% | $6,953-16.0% | $6,401-8.8% |
| Admin fee / account holder | $380 | $8,377-95.5% | $6,734-94.4% | $11,431-96.7% |