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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 | $62,115 | $95,915-35.2% | $79,580-21.9% | $134,532-53.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.33% | -2.71%-10.6pp | 0.15%-13.5pp | 418.27%-431.6pp |
| Employer contribution / active EE | $1,538 | $3,129-50.8% | $2,413-36.3% | $4,741-67.6% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,105 | $9,132-55.1% | $6,835-39.9% | $11,429-64.1% |