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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 | $48,911 | $129,960-62.4% | $104,299-53.1% | $134,545-63.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.13% | 42.06%-61.2pp | 24.62%-43.8pp | 418.37%-437.5pp |
| Employer contribution / active EE | $7,500 | $4,186+79.2% | $3,373+122.3% | $4,742+58.2% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,993 | $9,324-78.6% | $7,339-72.8% | $11,431-82.6% |