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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 | $28,574 | $133,981-78.7% | $112,249-74.5% | $134,532-78.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.29% | 47.16%-59.5pp | 27.48%-39.8pp | 418.27%-430.6pp |
| Employer contribution / active EE | $3,214 | $4,040-20.4% | $3,636-11.6% | $4,741-32.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,223 | $7,492-3.6% | $6,412+12.6% | $11,429-36.8% |