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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 | $26,885 | $67,411-60.1% | $91,004-70.5% | $70,126-61.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 96.15% | -40.16%+136.3pp | 4.60%+91.5pp | 73.15%+23.0pp |
| Employer contribution / active EE | $5,374 | $1,786+200.9% | $2,456+118.8% | $2,343+129.4% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,551 | $4,236-39.8% | $5,417-52.9% | $4,645-45.1% |