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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 | $63,165 | $152,597-58.6% | $117,533-46.3% | $134,532-53.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.92% | 53.04%-73.0pp | 29.77%-49.7pp | 418.27%-438.2pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,485 | $4,821-7.0% | $4,072+10.1% | $6,401-29.9% |
| Admin fee / account holder | $13,175 | $7,007+88.0% | $5,647+133.3% | $11,429+15.3% |