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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 | $47,428 | $88,585-46.5% | $69,884-32.1% | $134,532-64.7% |
| Participation rate | 87.5% | 74.9%+12.6pp | 70.5%+17.0pp | 81.2%+6.3pp |
| Annual return | -16.32% | 442.80%-459.1pp | 190.81%-207.1pp | 418.27%-434.6pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,996 | $4,770+4.7% | $3,848+29.8% | $6,401-22.0% |
| Admin fee / account holder | $1,752 | $10,441-83.2% | $6,266-72.0% | $11,429-84.7% |