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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 | $49,610 | $54,370-8.8% | $82,763-40.1% | $68,490-27.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.63% | -13.67%-3.0pp | 702.45%-719.1pp | -7.85%-8.8pp |
| Employer contribution / active EE | $4,659 | $2,219+109.9% | $3,008+54.9% | $2,597+79.4% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,535 | $4,398-42.4% | $5,325-52.4% | $5,403-53.1% |