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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 | $45,041 | $99,647-54.8% | $86,439-47.9% | $134,509-66.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.86% | 6784.13%-6790.0pp | 4395.55%-4401.4pp | 418.13%-424.0pp |
| Employer contribution / active EE | $3,023 | $4,401-31.3% | $3,769-19.8% | $4,741-36.2% |
| Participant deferral / active EE | $5,128 | $7,246-29.2% | $6,952-26.2% | $6,400-19.9% |
| Admin fee / account holder | $15,400 | $8,373+83.9% | $6,732+128.8% | $11,427+34.8% |