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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 | $56,284 | $82,674-31.9% | $125,381-55.1% | $68,486-17.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -9.70% | -5.97%-3.7pp | 572.31%-582.0pp | -7.85%-1.8pp |
| Employer contribution / active EE | $6,476 | $3,382+91.5% | $4,815+34.5% | $2,597+149.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,998 | $6,277-68.2% | $10,007-80.0% | $5,404-63.0% |