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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 | $31,526 | $99,644-68.4% | $86,438-63.5% | $134,532-76.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -14.05% | 6787.26%-6801.3pp | 4397.19%-4411.2pp | 418.27%-432.3pp |
| Employer contribution / active EE | $9,454 | $4,402+114.8% | $3,769+150.8% | $4,741+99.4% |
| Participant deferral / active EE | $5,990 | $7,247-17.4% | $6,952-13.8% | $6,401-6.4% |
| Admin fee / account holder | $1,197 | $8,375-85.7% | $6,733-82.2% | $11,429-89.5% |