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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 | $67,354 | $129,960-48.2% | $104,299-35.4% | $134,545-49.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -15.35% | 42.06%-57.4pp | 24.62%-40.0pp | 418.37%-433.7pp |
| Employer contribution / active EE | $7,938 | $4,186+89.6% | $3,373+135.3% | $4,742+67.4% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,259 | $9,324-86.5% | $7,339-82.8% | $11,431-89.0% |