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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 | $40,888 | $197,819-79.3% | $155,789-73.8% | $125,389-67.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.37% | 86.73%-87.1pp | 71.54%-71.9pp | 282.24%-282.6pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,563 | $5,631-19.0% | $4,798-4.9% | $5,352-14.7% |
| Admin fee / account holder | $4,256 | $9,544-55.4% | $7,477-43.1% | $9,541-55.4% |