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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 | $34,366 | $95,979-64.2% | $74,551-53.9% | $135,380-74.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.65% | 56.97%-63.6pp | 32.53%-39.2pp | 519.81%-526.5pp |
| Employer contribution / active EE | $2,656 | $2,716-2.2% | $1,961+35.4% | $4,779-44.4% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $357 | $6,522-94.5% | $5,059-92.9% | $10,828-96.7% |