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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 | $33,902 | $82,674-59.0% | $125,363-73.0% | $68,495-50.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -8.69% | -5.97%-2.7pp | 572.15%-580.8pp | -7.84%-0.8pp |
| Employer contribution / active EE | $5,421 | $3,382+60.3% | $4,815+12.6% | $2,596+108.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,372 | $6,276-62.2% | $10,005-76.3% | $5,403-56.1% |