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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 | $69,262 | $129,943-46.7% | $104,303-33.6% | $134,493-48.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.00% | 42.03%-55.0pp | 24.61%-37.6pp | 418.01%-431.0pp |
| Employer contribution / active EE | $11,563 | $4,185+176.3% | $3,372+242.9% | $4,740+143.9% |
| Participant deferral / active EE | $0 | $5,588-100.0% | $4,625-100.0% | $6,400-100.0% |
| Admin fee / account holder | $464 | $9,323-95.0% | $7,340-93.7% | $11,425-95.9% |