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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 | $37,792 | $99,647-62.1% | $86,439-56.3% | $134,509-71.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.41% | 6784.13%-6800.5pp | 4395.55%-4412.0pp | 418.13%-434.5pp |
| Employer contribution / active EE | $5,113 | $4,401+16.2% | $3,769+35.7% | $4,741+7.8% |
| Participant deferral / active EE | $4,383 | $7,246-39.5% | $6,952-36.9% | $6,400-31.5% |
| Admin fee / account holder | $1,001 | $8,373-88.0% | $6,732-85.1% | $11,427-91.2% |