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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 | $61,706 | $99,644-38.1% | $86,438-28.6% | $134,532-54.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.87% | 6787.26%-6803.1pp | 4397.19%-4413.1pp | 418.27%-434.1pp |
| Employer contribution / active EE | $4,124 | $4,402-6.3% | $3,769+9.4% | $4,741-13.0% |
| Participant deferral / active EE | $13,928 | $7,247+92.2% | $6,952+100.3% | $6,401+117.6% |
| Admin fee / account holder | $19,940 | $8,375+138.1% | $6,733+196.1% | $11,429+74.5% |