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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 | $49,462 | $99,668-50.4% | $86,451-42.8% | $134,545-63.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.42% | 6789.61%-6808.0pp | 4398.51%-4416.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $2,440 | $4,403-44.6% | $3,770-35.3% | $4,742-48.5% |
| Participant deferral / active EE | $13,500 | $7,249+86.2% | $6,953+94.2% | $6,401+110.9% |
| Admin fee / account holder | $1,565 | $8,377-81.3% | $6,734-76.8% | $11,431-86.3% |