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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 | $129,960-46.7% | $104,299-33.6% | $134,545-48.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.00% | 42.06%-55.1pp | 24.62%-37.6pp | 418.37%-431.4pp |
| Employer contribution / active EE | $11,563 | $4,186+176.2% | $3,373+242.8% | $4,742+143.9% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $464 | $9,324-95.0% | $7,339-93.7% | $11,431-95.9% |