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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 | $67,295 | $197,819-66.0% | $155,789-56.8% | $125,389-46.3% |
| Participation rate | 77.8% | 82.1%-4.3pp | 76.1%+1.7pp | 83.2%-5.4pp |
| Annual return | -2.96% | 86.73%-89.7pp | 71.54%-74.5pp | 282.24%-285.2pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,977 | $5,631+41.7% | $4,798+66.3% | $5,352+49.1% |
| Admin fee / account holder | $2,778 | $9,544-70.9% | $7,477-62.8% | $9,541-70.9% |