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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 | $47,110 | $100,805-53.3% | $86,698-45.7% | $134,532-65.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.08% | 29.09%-44.2pp | 35.95%-51.0pp | 418.27%-433.3pp |
| Employer contribution / active EE | $5,479 | $3,490+57.0% | $2,837+93.1% | $4,741+15.6% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $18,745 | $10,925+71.6% | $7,493+150.2% | $11,429+64.0% |