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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 | $84,815 | $99,647-14.9% | $86,439-1.9% | $134,509-36.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.80% | 6784.13%-6800.9pp | 4395.55%-4412.4pp | 418.13%-434.9pp |
| Employer contribution / active EE | $3,115 | $4,401-29.2% | $3,769-17.3% | $4,741-34.3% |
| Participant deferral / active EE | $6,461 | $7,246-10.8% | $6,952-7.1% | $6,400+0.9% |
| Admin fee / account holder | $1,240 | $8,373-85.2% | $6,732-81.6% | $11,427-89.1% |