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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 | $144,419 | $54,370+165.6% | $82,763+74.5% | $68,490+110.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.74% | -13.67%-3.1pp | 702.45%-719.2pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,062 | $3,247+148.3% | $4,395+83.4% | $4,028+100.2% |
| Admin fee / account holder | $3,002 | $4,398-31.8% | $5,325-43.6% | $5,403-44.4% |