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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 | $51,678 | $133,981-61.4% | $112,249-54.0% | $134,532-61.6% |
| Participation rate | 73.7% | 78.6%-4.9pp | 75.1%-1.4pp | 81.2%-7.5pp |
| Annual return | -17.00% | 47.16%-64.2pp | 27.48%-44.5pp | 418.27%-435.3pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,891 | $5,292-64.3% | $4,729-60.0% | $6,401-70.5% |
| Admin fee / account holder | $3,707 | $7,492-50.5% | $6,412-42.2% | $11,429-67.6% |