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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 | $82,397 | $54,355+51.6% | $82,744-0.4% | $68,486+20.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -10.52% | -13.67%+3.1pp | 702.22%-712.7pp | -7.85%-2.7pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,738 | $3,246+138.3% | $4,395+76.1% | $4,028+92.1% |
| Admin fee / account holder | $872 | $4,397-80.2% | $5,325-83.6% | $5,404-83.9% |