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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 | $77,629 | $99,647-22.1% | $86,439-10.2% | $134,509-42.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.62% | 6784.13%-6791.8pp | 4395.55%-4403.2pp | 418.13%-425.8pp |
| Employer contribution / active EE | $5,180 | $4,401+17.7% | $3,769+37.4% | $4,741+9.3% |
| Participant deferral / active EE | $2,617 | $7,246-63.9% | $6,952-62.4% | $6,400-59.1% |
| Admin fee / account holder | $2,009 | $8,373-76.0% | $6,732-70.2% | $11,427-82.4% |