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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 | $54,405 | $133,981-59.4% | $112,249-51.5% | $134,532-59.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.47% | 47.16%-59.6pp | 27.48%-40.0pp | 418.27%-430.7pp |
| Employer contribution / active EE | $4,800 | $4,040+18.8% | $3,636+32.0% | $4,741+1.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $511 | $7,492-93.2% | $6,412-92.0% | $11,429-95.5% |