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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 | $63,833 | $93,124-31.5% | $77,100-17.2% | $134,545-52.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -4.70% | 62.68%-67.4pp | 42.35%-47.1pp | 418.37%-423.1pp |
| Employer contribution / active EE | $6,013 | $3,421+75.8% | $2,815+113.6% | $4,742+26.8% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,143 | $6,970-83.6% | $5,443-79.0% | $11,431-90.0% |