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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 | $22,512 | $54,370-58.6% | $82,763-72.8% | $68,490-67.1% |
| Participation rate | 94.1% | 63.9%+30.2pp | 72.6%+21.6pp | 67.9%+26.2pp |
| Annual return | -9.90% | -13.67%+3.8pp | 702.45%-712.4pp | -7.85%-2.1pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,504 | $3,247-22.9% | $4,395-43.0% | $4,028-37.8% |
| Admin fee / account holder | $699 | $4,398-84.1% | $5,325-86.9% | $5,403-87.1% |