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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 | $63,031 | $100,805-37.5% | $86,698-27.3% | $134,532-53.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.67% | 29.09%-45.8pp | 35.95%-52.6pp | 418.27%-434.9pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,238 | $5,339+35.6% | $4,656+55.5% | $6,401+13.1% |
| Admin fee / account holder | $612 | $10,925-94.4% | $7,493-91.8% | $11,429-94.6% |