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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 | $80,711 | $152,591-47.1% | $117,529-31.3% | $134,545-40.0% |
| Participation rate | 93.3% | 77.1%+16.2pp | 70.6%+22.7pp | 81.2%+12.1pp |
| Annual return | -7.23% | 53.04%-60.3pp | 29.77%-37.0pp | 418.37%-425.6pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,499 | $4,821-27.4% | $4,072-14.1% | $6,401-45.3% |
| Admin fee / account holder | $3,065 | $7,004-56.2% | $5,645-45.7% | $11,431-73.2% |