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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 | $7,279 | $93,117-92.2% | $77,096-90.6% | $134,532-94.6% |
| Participation rate | 93.3% | 74.5%+18.8pp | 67.9%+25.4pp | 81.2%+12.1pp |
| Annual return | -16.34% | 62.67%-79.0pp | 42.35%-58.7pp | 418.27%-434.6pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,432 | $5,241-72.7% | $4,429-67.7% | $6,401-77.6% |
| Admin fee / account holder | $12,406 | $6,948+78.6% | $5,428+128.5% | $11,429+8.6% |