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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 | $56,402 | $99,647-43.4% | $86,439-34.7% | $134,509-58.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.71% | 6784.13%-6799.8pp | 4395.55%-4411.3pp | 418.13%-433.8pp |
| Employer contribution / active EE | $5,068 | $4,401+15.2% | $3,769+34.5% | $4,741+6.9% |
| Participant deferral / active EE | $10,992 | $7,246+51.7% | $6,952+58.1% | $6,400+71.7% |
| Admin fee / account holder | $22,125 | $8,373+164.2% | $6,732+228.7% | $11,427+93.6% |