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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 | $25,652 | $67,396-61.9% | $60,919-57.9% | $134,545-80.9% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.1%+19.2pp | 81.2%+11.1pp |
| Annual return | -13.11% | 50.12%-63.2pp | 16.96%-30.1pp | 418.37%-431.5pp |
| Employer contribution / active EE | $1,651 | $3,101-46.8% | $2,704-39.0% | $4,742-65.2% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,376 | $4,590-48.2% | $3,228-26.4% | $11,431-79.2% |