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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 | $11,766 | $99,644-88.2% | $86,438-86.4% | $134,532-91.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.64% | 6787.26%-6805.9pp | 4397.19%-4415.8pp | 418.27%-436.9pp |
| Employer contribution / active EE | $5,527 | $4,402+25.6% | $3,769+46.6% | $4,741+16.6% |
| Participant deferral / active EE | $7,055 | $7,247-2.7% | $6,952+1.5% | $6,401+10.2% |
| Admin fee / account holder | $762 | $8,375-90.9% | $6,733-88.7% | $11,429-93.3% |