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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 | $78,863 | $82,674-4.6% | $125,381-37.1% | $68,486+15.2% |
| Participation rate | 97.4% | 75.1%+22.4pp | 82.4%+15.1pp | 67.9%+29.5pp |
| Annual return | -14.90% | -5.97%-8.9pp | 572.31%-587.2pp | -7.85%-7.0pp |
| Employer contribution / active EE | $4,244 | $3,382+25.5% | $4,815-11.9% | $2,597+63.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,615 | $6,277-74.3% | $10,007-83.9% | $5,404-70.1% |