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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 | $25,337 | $99,668-74.6% | $86,451-70.7% | $134,545-81.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.12% | 6789.61%-6809.7pp | 4398.51%-4418.6pp | 418.37%-438.5pp |
| Employer contribution / active EE | $2,711 | $4,403-38.4% | $3,770-28.1% | $4,742-42.8% |
| Participant deferral / active EE | $3,835 | $7,249-47.1% | $6,953-44.9% | $6,401-40.1% |
| Admin fee / account holder | $724 | $8,377-91.4% | $6,734-89.2% | $11,431-93.7% |