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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 | $58,618 | $99,668-41.2% | $86,451-32.2% | $134,545-56.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.81% | 6789.61%-6807.4pp | 4398.51%-4416.3pp | 418.37%-436.2pp |
| Employer contribution / active EE | $2,102 | $4,403-52.3% | $3,770-44.3% | $4,742-55.7% |
| Participant deferral / active EE | $11,122 | $7,249+53.4% | $6,953+60.0% | $6,401+73.8% |
| Admin fee / account holder | $587 | $8,377-93.0% | $6,734-91.3% | $11,431-94.9% |