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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 | $17,021 | $99,644-82.9% | $86,438-80.3% | $134,532-87.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.19% | 6787.26%-6804.4pp | 4397.19%-4414.4pp | 418.27%-435.5pp |
| Employer contribution / active EE | $2,912 | $4,402-33.9% | $3,769-22.8% | $4,741-38.6% |
| Participant deferral / active EE | $7,724 | $7,247+6.6% | $6,952+11.1% | $6,401+20.7% |
| Admin fee / account holder | $579 | $8,375-93.1% | $6,733-91.4% | $11,429-94.9% |