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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 | $32,075 | $27,632+16.1% | $61,452-47.8% | $68,486-53.2% |
| Participation rate | 95.7% | 39.5%+56.1pp | 52.6%+43.1pp | 67.9%+27.8pp |
| Annual return | -15.34% | -13.24%-2.1pp | 338.96%-354.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $3,261 | $696+368.6% | $1,160+181.2% | $2,597+25.6% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,125-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,774 | $2,010-11.8% | $2,131-16.8% | $5,404-67.2% |