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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 | $38,095 | $99,644-61.8% | $86,438-55.9% | $134,532-71.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.55% | 6787.26%-6806.8pp | 4397.19%-4416.7pp | 418.27%-437.8pp |
| Employer contribution / active EE | $2,483 | $4,402-43.6% | $3,769-34.1% | $4,741-47.6% |
| Participant deferral / active EE | $11,598 | $7,247+60.0% | $6,952+66.8% | $6,401+81.2% |
| Admin fee / account holder | $1,297 | $8,375-84.5% | $6,733-80.7% | $11,429-88.6% |