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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 | $45,608 | $82,314-44.6% | $68,808-33.7% | $134,532-66.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -4.54% | -2.18%-2.4pp | -6.37%+1.8pp | 418.27%-422.8pp |
| Employer contribution / active EE | $14,804 | $3,301+348.4% | $2,656+457.4% | $4,741+212.2% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $40,838 | $6,484+529.8% | $4,936+727.4% | $11,429+257.3% |