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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 | $64,923 | $99,644-34.8% | $86,438-24.9% | $134,532-51.7% |
| Participation rate | 81.8% | 82.1%-0.2pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -9.65% | 6787.26%-6796.9pp | 4397.19%-4406.8pp | 418.27%-427.9pp |
| Employer contribution / active EE | $621 | $4,402-85.9% | $3,769-83.5% | $4,741-86.9% |
| Participant deferral / active EE | $3,413 | $7,247-52.9% | $6,952-50.9% | $6,401-46.7% |
| Admin fee / account holder | $10,781 | $8,375+28.7% | $6,733+60.1% | $11,429-5.7% |