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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 | $41,776 | $95,979-56.5% | $74,551-44.0% | $135,380-69.1% |
| Participation rate | 84.6% | 75.7%+9.0pp | 69.1%+15.5pp | 82.6%+2.0pp |
| Annual return | -8.24% | 56.97%-65.2pp | 32.53%-40.8pp | 519.81%-528.0pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,805 | $3,844-53.1% | $3,108-41.9% | $5,609-67.8% |
| Admin fee / account holder | $2,668 | $6,522-59.1% | $5,059-47.3% | $10,828-75.4% |