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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 | $81,952 | $134,001-38.8% | $112,258-27.0% | $134,509-39.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.11% | 47.15%-57.3pp | 27.47%-37.6pp | 418.13%-428.2pp |
| Employer contribution / active EE | $3,444 | $4,039-14.7% | $3,636-5.3% | $4,741-27.3% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $70,847 | $7,491+845.8% | $6,411+1005.0% | $11,427+520.0% |