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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 | $67,169 | $67,372-0.3% | $60,906+10.3% | $134,532-50.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.63% | 50.05%-66.7pp | 16.94%-33.6pp | 418.27%-434.9pp |
| Employer contribution / active EE | $7,905 | $3,099+155.1% | $2,703+192.4% | $4,741+66.7% |
| Participant deferral / active EE | $0 | $4,532-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,101 | $4,588-32.4% | $3,227-3.9% | $11,429-72.9% |