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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 | $28,628 | $99,647-71.3% | $86,439-66.9% | $134,509-78.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.84% | 6784.13%-6802.0pp | 4395.55%-4413.4pp | 418.13%-436.0pp |
| Employer contribution / active EE | $3,927 | $4,401-10.8% | $3,769+4.2% | $4,741-17.2% |
| Participant deferral / active EE | $8,321 | $7,246+14.8% | $6,952+19.7% | $6,400+30.0% |
| Admin fee / account holder | $405 | $8,373-95.2% | $6,732-94.0% | $11,427-96.5% |