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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 | $63,026 | $99,644-36.7% | $86,438-27.1% | $134,532-53.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.52% | 6787.26%-6800.8pp | 4397.19%-4410.7pp | 418.27%-431.8pp |
| Employer contribution / active EE | $6,055 | $4,402+37.6% | $3,769+60.6% | $4,741+27.7% |
| Participant deferral / active EE | $15,015 | $7,247+107.2% | $6,952+116.0% | $6,401+134.6% |
| Admin fee / account holder | $420 | $8,375-95.0% | $6,733-93.8% | $11,429-96.3% |