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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 | $61,885 | $99,647-37.9% | $86,439-28.4% | $134,509-54.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.25% | 6784.13%-6794.4pp | 4395.55%-4405.8pp | 418.13%-428.4pp |
| Employer contribution / active EE | $9,654 | $4,401+119.4% | $3,769+156.1% | $4,741+103.6% |
| Participant deferral / active EE | $11,502 | $7,246+58.7% | $6,952+65.5% | $6,400+79.7% |
| Admin fee / account holder | $19,474 | $8,373+132.6% | $6,732+189.3% | $11,427+70.4% |