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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 | $46,597 | $99,644-53.2% | $86,438-46.1% | $134,532-65.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.74% | 6787.26%-6806.0pp | 4397.19%-4415.9pp | 418.27%-437.0pp |
| Employer contribution / active EE | $6,367 | $4,402+44.6% | $3,769+68.9% | $4,741+34.3% |
| Participant deferral / active EE | $5,202 | $7,247-28.2% | $6,952-25.2% | $6,401-18.7% |
| Admin fee / account holder | $835 | $8,375-90.0% | $6,733-87.6% | $11,429-92.7% |