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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 | $21,493 | $133,981-84.0% | $112,249-80.9% | $134,532-84.0% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -18.57% | 47.16%-65.7pp | 27.48%-46.1pp | 418.27%-436.8pp |
| Employer contribution / active EE | $3,648 | $4,040-9.7% | $3,636+0.3% | $4,741-23.1% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,918 | $7,492-61.1% | $6,412-54.5% | $11,429-74.5% |