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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 | $35,203 | $152,591-76.9% | $117,529-70.0% | $134,545-73.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.86% | 53.04%-70.9pp | 29.77%-47.6pp | 418.37%-436.2pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,287 | $4,821-11.1% | $4,072+5.3% | $6,401-33.0% |
| Admin fee / account holder | $8,599 | $7,004+22.8% | $5,645+52.3% | $11,431-24.8% |