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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 | $81,221 | $105,867-23.3% | $90,760-10.5% | $134,532-39.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.61% | -10.99%-7.6pp | -12.16%-6.5pp | 418.27%-436.9pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,405 | $5,217-53.9% | $4,565-47.3% | $6,401-62.4% |
| Admin fee / account holder | $5,729 | $13,936-58.9% | $8,444-32.2% | $11,429-49.9% |