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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 | $45,453 | $152,591-70.2% | $117,529-61.3% | $134,545-66.2% |
| Participation rate | 72.7% | 77.1%-4.4pp | 70.6%+2.1pp | 81.2%-8.5pp |
| Annual return | -14.41% | 53.04%-67.5pp | 29.77%-44.2pp | 418.37%-432.8pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,144 | $4,821-55.5% | $4,072-47.4% | $6,401-66.5% |
| Admin fee / account holder | $1,154 | $7,004-83.5% | $5,645-79.6% | $11,431-89.9% |