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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 | $63,178 | $90,320-30.1% | $59,496+6.2% | $125,389-49.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -0.99% | 369.13%-370.1pp | 182.05%-183.0pp | 282.24%-283.2pp |
| Employer contribution / active EE | $4,070 | $1,792+127.2% | $1,153+253.0% | $4,866-16.4% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,140 | $3,063-62.8% | $2,232-48.9% | $9,541-88.1% |