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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 | $27,589 | $99,647-72.3% | $86,439-68.1% | $134,509-79.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.12% | 6784.13%-6800.3pp | 4395.55%-4411.7pp | 418.13%-434.3pp |
| Employer contribution / active EE | $3,654 | $4,401-17.0% | $3,769-3.0% | $4,741-22.9% |
| Participant deferral / active EE | $7,301 | $7,246+0.8% | $6,952+5.0% | $6,400+14.1% |
| Admin fee / account holder | $7,779 | $8,373-7.1% | $6,732+15.5% | $11,427-31.9% |