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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 | $45,898 | $67,372-31.9% | $60,906-24.6% | $134,532-65.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.76% | 50.05%-65.8pp | 16.94%-32.7pp | 418.27%-434.0pp |
| Employer contribution / active EE | $6,959 | $3,099+124.5% | $2,703+157.5% | $4,741+46.8% |
| Participant deferral / active EE | $0 | $4,532-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $453 | $4,588-90.1% | $3,227-86.0% | $11,429-96.0% |