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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 | $74,055 | $99,644-25.7% | $86,438-14.3% | $134,532-45.0% |
| Participation rate | 95.5% | 82.1%+13.4pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -2.92% | 6787.26%-6790.2pp | 4397.19%-4400.1pp | 418.27%-421.2pp |
| Employer contribution / active EE | $20,779 | $4,402+372.0% | $3,769+451.3% | $4,741+338.3% |
| Participant deferral / active EE | $0 | $7,247-100.0% | $6,952-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,956 | $8,375-64.7% | $6,733-56.1% | $11,429-74.1% |