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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 | $82,175 | $152,597-46.1% | $117,533-30.1% | $134,532-38.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -8.64% | 53.04%-61.7pp | 29.77%-38.4pp | 418.27%-426.9pp |
| Employer contribution / active EE | $8,333 | $5,576+49.4% | $4,179+99.4% | $4,741+75.8% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $37,657 | $7,007+437.4% | $5,647+566.9% | $11,429+229.5% |