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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 | $76,927 | $100,811-23.7% | $86,698-11.3% | $134,545-42.8% |
| Participation rate | 87.5% | 79.0%+8.5pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -10.29% | 29.11%-39.4pp | 35.96%-46.3pp | 418.37%-428.7pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,778 | $5,339-10.5% | $4,656+2.6% | $6,401-25.4% |
| Admin fee / account holder | $26,655 | $10,926+144.0% | $7,492+255.8% | $11,431+133.2% |