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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 | $67,604 | $54,355+24.4% | $82,744-18.3% | $68,486-1.3% |
| Participation rate | 86.1% | 63.9%+22.2pp | 72.6%+13.5pp | 67.9%+18.2pp |
| Annual return | -14.81% | -13.67%-1.1pp | 702.22%-717.0pp | -7.85%-7.0pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,212 | $3,246+214.6% | $4,395+132.4% | $4,028+153.6% |
| Admin fee / account holder | $307 | $4,397-93.0% | $5,325-94.2% | $5,404-94.3% |