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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 | $20,895 | $99,644-79.0% | $86,438-75.8% | $134,532-84.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.09% | 6787.26%-6801.3pp | 4397.19%-4411.3pp | 418.27%-432.4pp |
| Employer contribution / active EE | $4,976 | $4,402+13.0% | $3,769+32.0% | $4,741+4.9% |
| Participant deferral / active EE | $9,005 | $7,247+24.2% | $6,952+29.5% | $6,401+40.7% |
| Admin fee / account holder | $5,212 | $8,375-37.8% | $6,733-22.6% | $11,429-54.4% |