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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 | $17,714 | $99,647-82.2% | $86,439-79.5% | $134,509-86.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.67% | 6784.13%-6799.8pp | 4395.55%-4411.2pp | 418.13%-433.8pp |
| Employer contribution / active EE | $2,374 | $4,401-46.1% | $3,769-37.0% | $4,741-49.9% |
| Participant deferral / active EE | $2,690 | $7,246-62.9% | $6,952-61.3% | $6,400-58.0% |
| Admin fee / account holder | $1,581 | $8,373-81.1% | $6,732-76.5% | $11,427-86.2% |