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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 | $99,647-36.8% | $86,439-27.1% | $134,509-53.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.52% | 6784.13%-6797.7pp | 4395.55%-4409.1pp | 418.13%-431.7pp |
| Employer contribution / active EE | $6,055 | $4,401+37.6% | $3,769+60.7% | $4,741+27.7% |
| Participant deferral / active EE | $15,015 | $7,246+107.2% | $6,952+116.0% | $6,400+134.6% |
| Admin fee / account holder | $420 | $8,373-95.0% | $6,732-93.8% | $11,427-96.3% |