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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 | $81,658 | $133,998-39.1% | $112,263-27.3% | $134,545-39.3% |
| Participation rate | 94.7% | 78.6%+16.2pp | 75.1%+19.7pp | 81.2%+13.5pp |
| Annual return | -2.73% | 47.17%-49.9pp | 27.49%-30.2pp | 418.37%-421.1pp |
| Employer contribution / active EE | $2,285 | $4,040-43.4% | $3,636-37.2% | $4,742-51.8% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $855 | $7,493-88.6% | $6,410-86.7% | $11,431-92.5% |