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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 | $35,024 | $152,597-77.0% | $117,533-70.2% | $134,532-74.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -5.83% | 53.04%-58.9pp | 29.77%-35.6pp | 418.27%-424.1pp |
| Employer contribution / active EE | $4,214 | $5,576-24.4% | $4,179+0.8% | $4,741-11.1% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $864 | $7,007-87.7% | $5,647-84.7% | $11,429-92.4% |