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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 | $135,343 | $59,107+129.0% | $86,439+56.6% | $68,495+97.6% |
| Participation rate | 74.1% | 75.2%-1.2pp | 80.3%-6.3pp | 67.9%+6.2pp |
| Annual return | -15.92% | -0.23%-15.7pp | 4395.55%-4411.5pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,546 | $5,901+44.8% | $6,952+22.9% | $4,028+112.2% |
| Admin fee / account holder | $2,031 | $5,637-64.0% | $6,732-69.8% | $5,403-62.4% |