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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 | $69,490 | $75,962-8.5% | $154,108-54.9% | $64,173+8.3% |
| Participation rate | 93.0% | 70.4%+22.6pp | 83.0%+9.9pp | 69.6%+23.4pp |
| Annual return | -7.72% | 30.32%-38.0pp | 735.21%-742.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,411 | $3,175+7.4% | $5,081-32.9% | $3,470-1.7% |
| Admin fee / account holder | $1,118 | $5,589-80.0% | $13,411-91.7% | $4,887-77.1% |