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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 | $99,647-75.8% | $86,439-72.1% | $134,493-82.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -20.24% | 6784.13%-6804.4pp | 4395.55%-4415.8pp | 418.01%-438.3pp |
| Employer contribution / active EE | $4,852 | $4,401+10.3% | $3,769+28.7% | $4,740+2.4% |
| Participant deferral / active EE | $5,840 | $7,246-19.4% | $6,952-16.0% | $6,400-8.8% |
| Admin fee / account holder | $380 | $8,373-95.5% | $6,732-94.4% | $11,425-96.7% |