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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 | $85,536 | $99,644-14.2% | $86,438-1.0% | $134,532-36.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.81% | 6787.26%-6803.1pp | 4397.19%-4413.0pp | 418.27%-434.1pp |
| Employer contribution / active EE | $5,102 | $4,402+15.9% | $3,769+35.4% | $4,741+7.6% |
| Participant deferral / active EE | $13,283 | $7,247+83.3% | $6,952+91.1% | $6,401+107.5% |
| Admin fee / account holder | $1,156 | $8,375-86.2% | $6,733-82.8% | $11,429-89.9% |