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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 | $45,293 | $152,597-70.3% | $117,533-61.5% | $134,532-66.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.46% | 53.04%-71.5pp | 29.77%-48.2pp | 418.27%-436.7pp |
| Employer contribution / active EE | $8,530 | $5,576+53.0% | $4,179+104.1% | $4,741+79.9% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,779 | $7,007-74.6% | $5,647-68.5% | $11,429-84.4% |