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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 | $63,172 | $54,370+16.2% | $82,763-23.7% | $68,490-7.8% |
| Participation rate | 98.3% | 63.9%+34.4pp | 72.6%+25.7pp | 67.9%+30.4pp |
| Annual return | -15.50% | -13.67%-1.8pp | 702.45%-717.9pp | -7.85%-7.6pp |
| Employer contribution / active EE | $6,533 | $2,219+194.4% | $3,008+117.2% | $2,597+151.6% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,864 | $4,398-57.6% | $5,325-65.0% | $5,403-65.5% |