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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 | $76,636 | $100,805-24.0% | $86,698-11.6% | $134,532-43.0% |
| Participation rate | 84.2% | 79.0%+5.3pp | 76.6%+7.6pp | 81.2%+3.0pp |
| Annual return | -13.65% | 29.09%-42.7pp | 35.95%-49.6pp | 418.27%-431.9pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,706 | $5,339-49.3% | $4,656-41.9% | $6,401-57.7% |
| Admin fee / account holder | $4,446 | $10,925-59.3% | $7,493-40.7% | $11,429-61.1% |