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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 | $42,265 | $92,743-54.4% | $82,744-48.9% | $134,532-68.6% |
| Participation rate | 84.6% | 75.2%+9.4pp | 72.6%+12.1pp | 81.2%+3.4pp |
| Annual return | -14.94% | 946.63%-961.6pp | 702.22%-717.2pp | 418.27%-433.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,122 | $4,802-14.1% | $4,395-6.2% | $6,401-35.6% |
| Admin fee / account holder | $9,377 | $5,977+56.9% | $5,325+76.1% | $11,429-17.9% |