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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 | $43,959 | $99,647-55.9% | $86,439-49.1% | $134,509-67.3% |
| Participation rate | 91.7% | 82.1%+9.6pp | 80.3%+11.3pp | 81.2%+10.4pp |
| Annual return | -16.46% | 6784.13%-6800.6pp | 4395.55%-4412.0pp | 418.13%-434.6pp |
| Employer contribution / active EE | $2,501 | $4,401-43.2% | $3,769-33.6% | $4,741-47.2% |
| Participant deferral / active EE | $6,016 | $7,246-17.0% | $6,952-13.5% | $6,400-6.0% |
| Admin fee / account holder | $3,198 | $8,373-61.8% | $6,732-52.5% | $11,427-72.0% |