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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 | $59,752 | $99,647-40.0% | $86,439-30.9% | $134,509-55.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.16% | 6784.13%-6800.3pp | 4395.55%-4411.7pp | 418.13%-434.3pp |
| Employer contribution / active EE | $5,732 | $4,401+30.2% | $3,769+52.1% | $4,741+20.9% |
| Participant deferral / active EE | $13,217 | $7,246+82.4% | $6,952+90.1% | $6,400+106.5% |
| Admin fee / account holder | $839 | $8,373-90.0% | $6,732-87.5% | $11,427-92.7% |