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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 | $56,661 | $134,001-57.7% | $112,258-49.5% | $134,509-57.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.82% | 47.15%-56.0pp | 27.47%-36.3pp | 418.13%-427.0pp |
| Employer contribution / active EE | $1,667 | $4,039-58.7% | $3,636-54.2% | $4,741-64.8% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $505 | $7,491-93.3% | $6,411-92.1% | $11,427-95.6% |