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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 | $81,008 | $99,644-18.7% | $86,438-6.3% | $134,532-39.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.62% | 6787.26%-6797.9pp | 4397.19%-4407.8pp | 418.27%-428.9pp |
| Employer contribution / active EE | $1,474 | $4,402-66.5% | $3,769-60.9% | $4,741-68.9% |
| Participant deferral / active EE | $2,773 | $7,247-61.7% | $6,952-60.1% | $6,401-56.7% |
| Admin fee / account holder | $2,400 | $8,375-71.3% | $6,733-64.4% | $11,429-79.0% |