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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 | $47,308 | $147,727-68.0% | $115,756-59.1% | $134,532-64.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -14.98% | 73.96%-88.9pp | 143.14%-158.1pp | 418.27%-433.3pp |
| Employer contribution / active EE | $6,000 | $4,713+27.3% | $3,793+58.2% | $4,741+26.6% |
| Participant deferral / active EE | $0 | $7,563-100.0% | $6,254-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,780 | $14,571-80.9% | $8,124-65.8% | $11,429-75.7% |