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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 | $54,004 | $133,998-59.7% | $112,263-51.9% | $134,545-59.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -7.26% | 47.17%-54.4pp | 27.49%-34.7pp | 418.37%-425.6pp |
| Employer contribution / active EE | $4,749 | $4,040+17.6% | $3,636+30.6% | $4,742+0.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,232 | $7,493-16.8% | $6,410-2.8% | $11,431-45.5% |