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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 | $19,636 | $99,647-80.3% | $86,439-77.3% | $134,509-85.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.22% | 6784.13%-6804.4pp | 4395.55%-4415.8pp | 418.13%-438.4pp |
| Employer contribution / active EE | $3,987 | $4,401-9.4% | $3,769+5.8% | $4,741-15.9% |
| Participant deferral / active EE | $10,120 | $7,246+39.7% | $6,952+45.6% | $6,400+58.1% |
| Admin fee / account holder | $2,794 | $8,373-66.6% | $6,732-58.5% | $11,427-75.5% |