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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 | $42,873 | $129,959-67.0% | $104,301-58.9% | $134,532-68.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -11.81% | 42.04%-53.9pp | 24.61%-36.4pp | 418.27%-430.1pp |
| Employer contribution / active EE | $6,667 | $4,185+59.3% | $3,373+97.7% | $4,741+40.6% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,137 | $9,325-66.4% | $7,340-57.3% | $11,429-72.5% |