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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 | $72,522 | $99,647-27.2% | $86,439-16.1% | $134,509-46.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -19.58% | 6784.13%-6803.7pp | 4395.55%-4415.1pp | 418.13%-437.7pp |
| Employer contribution / active EE | $3,254 | $4,401-26.1% | $3,769-13.7% | $4,741-31.4% |
| Participant deferral / active EE | $9,199 | $7,246+26.9% | $6,952+32.3% | $6,400+43.7% |
| Admin fee / account holder | $930 | $8,373-88.9% | $6,732-86.2% | $11,427-91.9% |