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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 | $23,243 | $129,959-82.1% | $104,301-77.7% | $134,532-82.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.49% | 42.04%-56.5pp | 24.61%-39.1pp | 418.27%-432.8pp |
| Employer contribution / active EE | $2,813 | $4,185-32.8% | $3,373-16.6% | $4,741-40.7% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $416 | $9,325-95.5% | $7,340-94.3% | $11,429-96.4% |