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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 | $69,617 | $99,644-30.1% | $86,438-19.5% | $134,532-48.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.04% | 6787.26%-6798.3pp | 4397.19%-4408.2pp | 418.27%-429.3pp |
| Employer contribution / active EE | $5,200 | $4,402+18.1% | $3,769+37.9% | $4,741+9.7% |
| Participant deferral / active EE | $3,719 | $7,247-48.7% | $6,952-46.5% | $6,401-41.9% |
| Admin fee / account holder | $350 | $8,375-95.8% | $6,733-94.8% | $11,429-96.9% |