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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 | $70,996 | $197,819-64.1% | $155,789-54.4% | $125,388-43.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.22% | 86.73%-88.0pp | 71.54%-72.8pp | 282.24%-283.5pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,085 | $5,631-45.2% | $4,798-35.7% | $5,352-42.3% |
| Admin fee / account holder | $2,506 | $9,544-73.7% | $7,477-66.5% | $9,541-73.7% |