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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 | $37,769 | $99,668-62.1% | $86,451-56.3% | $134,545-71.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.08% | 6789.61%-6804.7pp | 4398.51%-4413.6pp | 418.37%-433.4pp |
| Employer contribution / active EE | $19,427 | $4,403+341.2% | $3,770+415.3% | $4,742+309.7% |
| Participant deferral / active EE | $7,988 | $7,249+10.2% | $6,953+14.9% | $6,401+24.8% |
| Admin fee / account holder | $335 | $8,377-96.0% | $6,734-95.0% | $11,431-97.1% |