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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 | $22,348 | $54,357-58.9% | $82,706-73.0% | $68,495-67.4% |
| Participation rate | 93.8% | 63.9%+29.8pp | 72.6%+21.2pp | 67.9%+25.9pp |
| Annual return | -13.86% | -13.67%-0.2pp | 701.76%-715.6pp | -7.84%-6.0pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,768 | $3,246-14.7% | $4,394-37.0% | $4,028-31.3% |
| Admin fee / account holder | $1,081 | $4,396-75.4% | $5,329-79.7% | $5,403-80.0% |