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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 | $41,276 | $115,810-64.4% | $101,271-59.2% | $158,966-74.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,324 | $4,175-44.3% | $3,660-36.5% | $4,762-51.2% |
| Participant deferral / active EE | $1,985 | $4,958-60.0% | $4,371-54.6% | $5,983-66.8% |
| Admin fee / account holder | $39,443 | $7,248+444.2% | $5,948+563.2% | $11,250+250.6% |