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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 | $57,229 | $168,636-66.1% | $147,617-61.2% | $125,393-54.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.95% | 77.65%-78.6pp | 61.98%-62.9pp | 282.23%-283.2pp |
| Employer contribution / active EE | $1,535 | $6,252-75.4% | $5,565-72.4% | $4,866-68.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,351-100.0% |
| Admin fee / account holder | $3,557 | $13,580-73.8% | $11,611-69.4% | $9,541-62.7% |