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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 | $35,300 | $67,396-47.6% | $60,919-42.1% | $134,545-73.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -8.26% | 50.12%-58.4pp | 16.96%-25.2pp | 418.37%-426.6pp |
| Employer contribution / active EE | $1,231 | $3,101-60.3% | $2,704-54.5% | $4,742-74.0% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $774 | $4,590-83.1% | $3,228-76.0% | $11,431-93.2% |