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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 | $32,648 | $54,355-39.9% | $82,744-60.5% | $68,486-52.3% |
| Participation rate | 95.0% | 63.9%+31.1pp | 72.6%+22.4pp | 67.9%+27.1pp |
| Annual return | -11.91% | -13.67%+1.8pp | 702.22%-714.1pp | -7.85%-4.1pp |
| Employer contribution / active EE | $4,064 | $2,219+83.2% | $3,008+35.1% | $2,597+56.5% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $638 | $4,397-85.5% | $5,325-88.0% | $5,404-88.2% |