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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 | $20,647 | $54,357-62.0% | $82,706-75.0% | $68,495-69.9% |
| Participation rate | 96.0% | 63.9%+32.1pp | 72.6%+23.4pp | 67.9%+28.1pp |
| Annual return | -9.33% | -13.67%+4.3pp | 701.76%-711.1pp | -7.84%-1.5pp |
| Employer contribution / active EE | $3,600 | $2,218+62.3% | $3,007+19.7% | $2,596+38.6% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,394-100.0% | $4,028-100.0% |
| Admin fee / account holder | $703 | $4,396-84.0% | $5,329-86.8% | $5,403-87.0% |