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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 | $61,071 | $105,867-42.3% | $90,760-32.7% | $134,532-54.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.47% | -10.99%-1.5pp | -12.16%-0.3pp | 418.27%-430.7pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,352 | $5,217+60.1% | $4,565+83.0% | $6,401+30.5% |
| Admin fee / account holder | $3,593 | $13,936-74.2% | $8,444-57.4% | $11,429-68.6% |