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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 | $40,188 | $99,644-59.7% | $86,438-53.5% | $134,532-70.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.26% | 6787.26%-6804.5pp | 4397.19%-4414.4pp | 418.27%-435.5pp |
| Employer contribution / active EE | $7,704 | $4,402+75.0% | $3,769+104.4% | $4,741+62.5% |
| Participant deferral / active EE | $22,860 | $7,247+215.4% | $6,952+228.8% | $6,401+257.1% |
| Admin fee / account holder | $6,615 | $8,375-21.0% | $6,733-1.7% | $11,429-42.1% |