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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 | $32,516 | $99,644-67.4% | $86,438-62.4% | $134,532-75.8% |
| Participation rate | 77.8% | 82.1%-4.3pp | 80.3%-2.6pp | 81.2%-3.5pp |
| Annual return | -17.50% | 6787.26%-6804.8pp | 4397.19%-4414.7pp | 418.27%-435.8pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,983 | $7,247-31.2% | $6,952-28.3% | $6,401-22.2% |
| Admin fee / account holder | $309 | $8,375-96.3% | $6,733-95.4% | $11,429-97.3% |