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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 | $42,890 | $190,916-77.5% | $160,037-73.2% | $134,545-68.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -7.00% | 552.79%-559.8pp | 408.95%-416.0pp | 418.37%-425.4pp |
| Employer contribution / active EE | $4,609 | $4,996-7.7% | $4,226+9.1% | $4,742-2.8% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,358 | $10,497-87.1% | $8,716-84.4% | $11,431-88.1% |