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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 | $69,950 | $99,647-29.8% | $86,439-19.1% | $134,509-48.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.22% | 6784.13%-6801.4pp | 4395.55%-4412.8pp | 418.13%-435.4pp |
| Employer contribution / active EE | $4,001 | $4,401-9.1% | $3,769+6.2% | $4,741-15.6% |
| Participant deferral / active EE | $2,676 | $7,246-63.1% | $6,952-61.5% | $6,400-58.2% |
| Admin fee / account holder | $2,050 | $8,373-75.5% | $6,732-69.5% | $11,427-82.1% |