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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 | $35,351 | $99,644-64.5% | $86,438-59.1% | $134,532-73.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.63% | 6787.26%-6807.9pp | 4397.19%-4417.8pp | 418.27%-438.9pp |
| Employer contribution / active EE | $9,395 | $4,402+113.4% | $3,769+149.3% | $4,741+98.2% |
| Participant deferral / active EE | $15,334 | $7,247+111.6% | $6,952+120.6% | $6,401+139.6% |
| Admin fee / account holder | $1,291 | $8,375-84.6% | $6,733-80.8% | $11,429-88.7% |