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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 | $57,761 | $75,959-24.0% | $154,114-62.5% | $64,181-10.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.60% | 30.32%-33.9pp | 735.16%-738.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,518 | $3,175+42.3% | $5,081-11.1% | $3,470+30.2% |
| Admin fee / account holder | $1,407 | $5,589-74.8% | $13,411-89.5% | $4,887-71.2% |