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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 | $76,301 | $99,644-23.4% | $86,438-11.7% | $134,532-43.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.50% | 6787.26%-6802.8pp | 4397.19%-4412.7pp | 418.27%-433.8pp |
| Employer contribution / active EE | $4,437 | $4,402+0.8% | $3,769+17.7% | $4,741-6.4% |
| Participant deferral / active EE | $8,444 | $7,247+16.5% | $6,952+21.4% | $6,401+31.9% |
| Admin fee / account holder | $1,099 | $8,375-86.9% | $6,733-83.7% | $11,429-90.4% |