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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 | $39,821 | $152,591-73.9% | $117,529-66.1% | $134,545-70.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -9.31% | 53.04%-62.4pp | 29.77%-39.1pp | 418.37%-427.7pp |
| Employer contribution / active EE | $2,867 | $5,576-48.6% | $4,179-31.4% | $4,742-39.5% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,814 | $7,004+11.6% | $5,645+38.4% | $11,431-31.6% |