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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 | $15,531 | $152,597-89.8% | $117,533-86.8% | $134,532-88.5% |
| Participation rate | 95.2% | 77.1%+18.1pp | 70.6%+24.6pp | 81.2%+14.0pp |
| Annual return | -8.71% | 53.04%-61.8pp | 29.77%-38.5pp | 418.27%-427.0pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $653 | $4,821-86.5% | $4,072-84.0% | $6,401-89.8% |
| Admin fee / account holder | $2,920 | $7,007-58.3% | $5,647-48.3% | $11,429-74.5% |