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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 | $106,598 | $54,353+96.1% | $82,726+28.9% | $68,498+55.6% |
| Participation rate | 84.0% | 63.9%+20.1pp | 72.6%+11.4pp | 67.9%+16.1pp |
| Annual return | -9.49% | -13.67%+4.2pp | 701.33%-710.8pp | -7.84%-1.6pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,319 | $3,246-59.4% | $4,394-70.0% | $4,027-67.2% |
| Admin fee / account holder | $1,550 | $4,396-64.7% | $5,328-70.9% | $5,403-71.3% |