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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 | $24,148 | $54,355-55.6% | $82,744-70.8% | $68,486-64.7% |
| Participation rate | 93.9% | 63.9%+30.0pp | 72.6%+21.4pp | 67.9%+26.0pp |
| Annual return | -15.89% | -13.67%-2.2pp | 702.22%-718.1pp | -7.85%-8.0pp |
| Employer contribution / active EE | $3,974 | $2,219+79.1% | $3,008+32.1% | $2,597+53.1% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,123 | $4,397-51.7% | $5,325-60.1% | $5,404-60.7% |