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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 | $15,115 | $99,647-84.8% | $86,439-82.5% | $134,509-88.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.35% | 6784.13%-6803.5pp | 4395.55%-4414.9pp | 418.13%-437.5pp |
| Employer contribution / active EE | $2,926 | $4,401-33.5% | $3,769-22.4% | $4,741-38.3% |
| Participant deferral / active EE | $4,141 | $7,246-42.9% | $6,952-40.4% | $6,400-35.3% |
| Admin fee / account holder | $2,765 | $8,373-67.0% | $6,732-58.9% | $11,427-75.8% |