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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 | $82,352 | $54,355+51.5% | $82,744-0.5% | $68,486+20.2% |
| Participation rate | 95.2% | 63.9%+31.3pp | 72.6%+22.7pp | 67.9%+27.3pp |
| Annual return | -13.11% | -13.67%+0.6pp | 702.22%-715.3pp | -7.85%-5.3pp |
| Employer contribution / active EE | $6,499 | $2,219+192.9% | $3,008+116.1% | $2,597+150.3% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,069 | $4,397-75.7% | $5,325-79.9% | $5,404-80.2% |