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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 | $68,790 | $99,647-31.0% | $86,439-20.4% | $134,509-48.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.83% | 6784.13%-6797.0pp | 4395.55%-4408.4pp | 418.13%-431.0pp |
| Employer contribution / active EE | $12,693 | $4,401+188.4% | $3,769+236.8% | $4,741+167.7% |
| Participant deferral / active EE | $14,070 | $7,246+94.2% | $6,952+102.4% | $6,400+119.8% |
| Admin fee / account holder | $1,746 | $8,373-79.1% | $6,732-74.1% | $11,427-84.7% |