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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 | $42,424 | $99,644-57.4% | $86,438-50.9% | $134,532-68.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.40% | 6787.26%-6801.7pp | 4397.19%-4411.6pp | 418.27%-432.7pp |
| Employer contribution / active EE | $3,553 | $4,402-19.3% | $3,769-5.7% | $4,741-25.1% |
| Participant deferral / active EE | $2,812 | $7,247-61.2% | $6,952-59.6% | $6,401-56.1% |
| Admin fee / account holder | $1,629 | $8,375-80.5% | $6,733-75.8% | $11,429-85.7% |