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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 | $17,238 | $99,647-82.7% | $86,439-80.1% | $134,509-87.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.70% | 6784.13%-6800.8pp | 4395.55%-4412.3pp | 418.13%-434.8pp |
| Employer contribution / active EE | $4,800 | $4,401+9.1% | $3,769+27.4% | $4,741+1.3% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $400 | $8,373-95.2% | $6,732-94.1% | $11,427-96.5% |