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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 | $132,906 | $82,674+60.8% | $125,381+6.0% | $68,486+94.1% |
| Participation rate | 90.7% | 75.1%+15.6pp | 82.4%+8.3pp | 67.9%+22.8pp |
| Annual return | -18.16% | -5.97%-12.2pp | 572.31%-590.5pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,018 | $6,111+31.2% | $7,448+7.7% | $4,028+99.1% |
| Admin fee / account holder | $1,587 | $6,277-74.7% | $10,007-84.1% | $5,404-70.6% |