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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 | $27,574 | $106,551-74.1% | $91,225-69.8% | $134,532-79.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.73% | 160.78%-181.5pp | 114.12%-134.8pp | 418.27%-439.0pp |
| Employer contribution / active EE | $998 | $3,331-70.0% | $2,851-65.0% | $4,741-78.9% |
| Participant deferral / active EE | $0 | $4,718-100.0% | $4,233-100.0% | $6,401-100.0% |
| Admin fee / account holder | $792 | $6,234-87.3% | $5,422-85.4% | $11,429-93.1% |