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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 | $76,154 | $134,001-43.2% | $112,258-32.2% | $134,509-43.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -6.06% | 47.15%-53.2pp | 27.47%-33.5pp | 418.13%-424.2pp |
| Employer contribution / active EE | $2,473 | $4,039-38.8% | $3,636-32.0% | $4,741-47.8% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,525 | $7,491-79.6% | $6,411-76.2% | $11,427-86.7% |