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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 | $67,008 | $27,632+142.5% | $61,452+9.0% | $68,486-2.2% |
| Participation rate | 97.0% | 39.5%+57.5pp | 52.6%+44.4pp | 67.9%+29.1pp |
| Annual return | -12.36% | -13.24%+0.9pp | 338.96%-351.3pp | -7.85%-4.5pp |
| Employer contribution / active EE | $6,856 | $696+885.3% | $1,160+491.2% | $2,597+164.0% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,125-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,008 | $2,010+99.4% | $2,131+88.1% | $5,404-25.8% |