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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 | $41,798 | $129,960-67.8% | $104,299-59.9% | $134,545-68.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -0.97% | 42.06%-43.0pp | 24.62%-25.6pp | 418.37%-419.3pp |
| Employer contribution / active EE | $5,049 | $4,186+20.6% | $3,373+49.7% | $4,742+6.5% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $360 | $9,324-96.1% | $7,339-95.1% | $11,431-96.9% |