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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 | $77,026 | $59,116+30.3% | $86,438-10.9% | $68,486+12.5% |
| Participation rate | 71.1% | 75.2%-4.2pp | 80.3%-9.3pp | 67.9%+3.2pp |
| Annual return | -16.08% | -0.23%-15.8pp | 4397.19%-4413.3pp | -7.85%-8.2pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,320 | $5,902+7.1% | $6,952-9.1% | $4,028+56.9% |
| Admin fee / account holder | $25,956 | $5,639+360.3% | $6,733+285.5% | $5,404+380.3% |