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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 | $47,519 | $99,668-52.3% | $86,451-45.0% | $134,545-64.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.51% | 6789.61%-6808.1pp | 4398.51%-4417.0pp | 418.37%-436.9pp |
| Employer contribution / active EE | $18,918 | $4,403+329.7% | $3,770+401.8% | $4,742+299.0% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $384 | $8,377-95.4% | $6,734-94.3% | $11,431-96.6% |