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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 | $66,713 | $54,370+22.7% | $82,763-19.4% | $68,490-2.6% |
| Participation rate | 90.9% | 63.9%+27.0pp | 72.6%+18.3pp | 67.9%+23.0pp |
| Annual return | -13.39% | -13.67%+0.3pp | 702.45%-715.8pp | -7.85%-5.5pp |
| Employer contribution / active EE | $4,515 | $2,219+103.4% | $3,008+50.1% | $2,597+73.9% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,129 | $4,398-28.9% | $5,325-41.2% | $5,403-42.1% |