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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 | $50,670 | $95,979-47.2% | $74,551-32.0% | $135,380-62.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.36% | 56.97%-60.3pp | 32.53%-35.9pp | 519.81%-523.2pp |
| Employer contribution / active EE | $2,273 | $2,716-16.3% | $1,961+15.9% | $4,779-52.4% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,880 | $6,522-25.2% | $5,059-3.5% | $10,828-54.9% |