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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 | $27,016 | $84,628-68.1% | $61,501-56.1% | $134,545-79.9% |
| Participation rate | 83.3% | 62.2%+21.1pp | 52.6%+30.8pp | 81.2%+2.1pp |
| Annual return | -10.42% | 585.61%-596.0pp | 339.04%-349.5pp | 418.37%-428.8pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,922 | $2,819+39.2% | $2,125+84.6% | $6,401-38.7% |
| Admin fee / account holder | $4,772 | $2,587+84.4% | $2,132+123.8% | $11,431-58.3% |