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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 | $71,589 | $133,981-46.6% | $112,249-36.2% | $134,532-46.8% |
| Participation rate | 93.3% | 78.6%+14.8pp | 75.1%+18.3pp | 81.2%+12.1pp |
| Annual return | -14.80% | 47.16%-62.0pp | 27.48%-42.3pp | 418.27%-433.1pp |
| Employer contribution / active EE | $1,667 | $4,040-58.7% | $3,636-54.2% | $4,741-64.8% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,518 | $7,492-66.4% | $6,412-60.7% | $11,429-78.0% |