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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 | $66,581 | $93,117-28.5% | $77,096-13.6% | $134,532-50.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -7.47% | 62.67%-70.1pp | 42.35%-49.8pp | 418.27%-425.7pp |
| Employer contribution / active EE | $6,250 | $3,420+82.7% | $2,814+122.1% | $4,741+31.8% |
| Participant deferral / active EE | $0 | $5,241-100.0% | $4,429-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,991 | $6,948-56.9% | $5,428-44.9% | $11,429-73.8% |