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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 | $21,387 | $93,098-77.0% | $77,081-72.3% | $134,509-84.1% |
| Participation rate | 79.2% | 74.5%+4.7pp | 67.9%+11.3pp | 81.2%-2.1pp |
| Annual return | -7.40% | 62.63%-70.0pp | 42.33%-49.7pp | 418.13%-425.5pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,422 | $5,239-72.9% | $4,428-67.9% | $6,400-77.8% |
| Admin fee / account holder | $2,952 | $6,945-57.5% | $5,427-45.6% | $11,427-74.2% |