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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 | $63,543 | $67,372-5.7% | $60,906+4.3% | $134,532-52.8% |
| Participation rate | 91.7% | 76.2%+15.5pp | 73.1%+18.6pp | 81.2%+10.4pp |
| Annual return | -15.31% | 50.05%-65.4pp | 16.94%-32.2pp | 418.27%-433.6pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,675 | $4,532-63.1% | $3,814-56.1% | $6,401-73.8% |
| Admin fee / account holder | $900 | $4,588-80.4% | $3,227-72.1% | $11,429-92.1% |