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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 | $36,648 | $54,370-32.6% | $82,763-55.7% | $68,490-46.5% |
| Participation rate | 87.5% | 63.9%+23.6pp | 72.6%+14.9pp | 67.9%+19.6pp |
| Annual return | -14.72% | -13.67%-1.0pp | 702.45%-717.2pp | -7.85%-6.9pp |
| Employer contribution / active EE | $1,567 | $2,219-29.4% | $3,008-47.9% | $2,597-39.6% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $778 | $4,398-82.3% | $5,325-85.4% | $5,403-85.6% |