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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 | $49,542 | $67,396-26.5% | $60,919-18.7% | $134,545-63.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -7.92% | 50.12%-58.0pp | 16.96%-24.9pp | 418.37%-426.3pp |
| Employer contribution / active EE | $9,912 | $3,101+219.6% | $2,704+266.6% | $4,742+109.0% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $33,027 | $4,590+619.6% | $3,228+923.2% | $11,431+188.9% |