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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 | $61,608 | $95,979-35.8% | $74,551-17.4% | $135,380-54.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.56% | 56.97%-61.5pp | 32.53%-37.1pp | 519.81%-524.4pp |
| Employer contribution / active EE | $2,000 | $2,716-26.4% | $1,961+2.0% | $4,779-58.1% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,112 | $6,522+9.0% | $5,059+40.6% | $10,828-34.3% |