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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 | $59,462 | $67,396-11.8% | $60,919-2.4% | $134,545-55.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -4.63% | 50.12%-54.7pp | 16.96%-21.6pp | 418.37%-423.0pp |
| Employer contribution / active EE | $13,231 | $3,101+326.7% | $2,704+389.4% | $4,742+179.0% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,281 | $4,590-72.1% | $3,228-60.3% | $11,431-88.8% |