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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 | $24,593 | $54,370-54.8% | $82,763-70.3% | $68,490-64.1% |
| Participation rate | 84.4% | 63.9%+20.5pp | 72.6%+11.9pp | 67.9%+16.5pp |
| Annual return | -16.37% | -13.67%-2.7pp | 702.45%-718.8pp | -7.85%-8.5pp |
| Employer contribution / active EE | $4,649 | $2,219+109.5% | $3,008+54.5% | $2,597+79.0% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,267 | $4,398-48.4% | $5,325-57.4% | $5,403-58.0% |