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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 | $63,279 | $134,001-52.8% | $112,258-43.6% | $134,509-53.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.89% | 47.15%-66.0pp | 27.47%-46.4pp | 418.13%-437.0pp |
| Employer contribution / active EE | $15,333 | $4,039+279.6% | $3,636+321.7% | $4,741+223.4% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,937 | $7,491-74.1% | $6,411-69.8% | $11,427-83.0% |