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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 | $20,638 | $93,098-77.8% | $77,081-73.2% | $134,509-84.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -10.16% | 62.63%-72.8pp | 42.33%-52.5pp | 418.13%-428.3pp |
| Employer contribution / active EE | $6,066 | $3,419+77.4% | $2,813+115.6% | $4,741+28.0% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $4,428-100.0% | $6,400-100.0% |
| Admin fee / account holder | $17,824 | $6,945+156.6% | $5,427+228.5% | $11,427+56.0% |