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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 | $49,482 | $82,674-40.1% | $125,381-60.5% | $68,486-27.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.91% | -5.97%-4.9pp | 572.31%-583.2pp | -7.85%-3.1pp |
| Employer contribution / active EE | $4,042 | $3,382+19.5% | $4,815-16.1% | $2,597+55.7% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,097 | $6,277-82.5% | $10,007-89.0% | $5,404-79.7% |