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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 | $57,202 | $27,632+107.0% | $61,399-6.8% | $68,495-16.5% |
| Participation rate | 97.0% | 39.5%+57.5pp | 52.6%+44.4pp | 67.9%+29.1pp |
| Annual return | -14.17% | -13.24%-0.9pp | 338.81%-353.0pp | -7.84%-6.3pp |
| Employer contribution / active EE | $5,191 | $696+646.0% | $1,159+347.7% | $2,596+99.9% |
| Participant deferral / active EE | $5,035 | $1,264+298.5% | $2,124+137.0% | $4,028+25.0% |
| Admin fee / account holder | $511 | $2,010-74.6% | $2,131-76.0% | $5,403-90.5% |