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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 | $33,696 | $54,370-38.0% | $82,763-59.3% | $68,490-50.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -19.13% | -13.67%-5.5pp | 702.45%-721.6pp | -7.85%-11.3pp |
| Employer contribution / active EE | $8,097 | $2,219+264.9% | $3,008+169.1% | $2,597+211.8% |
| Participant deferral / active EE | $6,447 | $3,247+98.6% | $4,395+46.7% | $4,028+60.1% |
| Admin fee / account holder | $4,263 | $4,398-3.1% | $5,325-20.0% | $5,403-21.1% |