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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 | $47,194 | $88,596-46.7% | $70,098-32.7% | $134,509-64.9% |
| Participation rate | 80.0% | 74.9%+5.1pp | 70.5%+9.5pp | 81.2%-1.2pp |
| Annual return | -15.79% | 442.67%-458.5pp | 190.76%-206.6pp | 418.13%-433.9pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,659 | $4,772-2.4% | $3,849+21.1% | $6,400-27.2% |
| Admin fee / account holder | $1,275 | $10,441-87.8% | $6,266-79.6% | $11,427-88.8% |