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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 | $20,240 | $67,352-69.9% | $60,899-66.8% | $134,509-85.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.59% | 49.99%-63.6pp | 16.92%-30.5pp | 418.13%-431.7pp |
| Employer contribution / active EE | $5,081 | $3,098+64.0% | $2,702+88.0% | $4,741+7.2% |
| Participant deferral / active EE | $0 | $4,539-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,105 | $4,585-75.9% | $3,225-65.7% | $11,427-90.3% |