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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 | $47,338 | $133,998-64.7% | $112,263-57.8% | $134,545-64.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.67% | 47.17%-58.8pp | 27.49%-39.2pp | 418.37%-430.0pp |
| Employer contribution / active EE | $6,656 | $4,040+64.7% | $3,636+83.1% | $4,742+40.4% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $668 | $7,493-91.1% | $6,410-89.6% | $11,431-94.2% |