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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 | $62,179 | $82,288-24.4% | $68,794-9.6% | $134,509-53.8% |
| Participation rate | 85.0% | 75.1%+9.9pp | 69.0%+16.0pp | 81.2%+3.8pp |
| Annual return | -4.65% | -2.19%-2.5pp | -6.37%+1.7pp | 418.13%-422.8pp |
| Employer contribution / active EE | $5,942 | $3,301+80.0% | $2,656+123.8% | $4,741+25.3% |
| Participant deferral / active EE | $0 | $4,738-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $5,759 | $6,482-11.1% | $4,934+16.7% | $11,427-49.6% |