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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 | $53,991 | $67,372-19.9% | $60,906-11.4% | $134,532-59.9% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.1%+15.8pp | 81.2%+7.7pp |
| Annual return | -8.50% | 50.05%-58.5pp | 16.94%-25.4pp | 418.27%-426.8pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,700 | $4,532+25.8% | $3,814+49.5% | $6,401-10.9% |
| Admin fee / account holder | $4,817 | $4,588+5.0% | $3,227+49.3% | $11,429-57.9% |