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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 | $25,861 | $82,288-68.6% | $68,794-62.4% | $134,509-80.8% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.0%+11.0pp | 81.2%-1.2pp |
| Annual return | -16.00% | -2.19%-13.8pp | -6.37%-9.6pp | 418.13%-434.1pp |
| Employer contribution / active EE | $5,719 | $3,301+73.3% | $2,656+115.4% | $4,741+20.6% |
| Participant deferral / active EE | $0 | $4,738-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,058 | $6,482-68.3% | $4,934-58.3% | $11,427-82.0% |