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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 | $52,527 | $99,647-47.3% | $86,439-39.2% | $134,509-60.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.34% | 6784.13%-6796.5pp | 4395.55%-4407.9pp | 418.13%-430.5pp |
| Employer contribution / active EE | $7,611 | $4,401+72.9% | $3,769+102.0% | $4,741+60.6% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $791 | $8,373-90.6% | $6,732-88.3% | $11,427-93.1% |