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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 | $14,942 | $67,396-77.8% | $60,919-75.5% | $134,545-88.9% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.1%+15.8pp | 81.2%+7.7pp |
| Annual return | -18.80% | 50.12%-68.9pp | 16.96%-35.8pp | 418.37%-437.2pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,999 | $4,534+10.2% | $3,814+31.0% | $6,401-21.9% |
| Admin fee / account holder | $2,196 | $4,590-52.1% | $3,228-32.0% | $11,431-80.8% |