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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 | $54,241 | $100,805-46.2% | $86,698-37.4% | $134,532-59.7% |
| Participation rate | 83.3% | 79.0%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -14.67% | 29.09%-43.8pp | 35.95%-50.6pp | 418.27%-432.9pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,131 | $5,339-60.1% | $4,656-54.2% | $6,401-66.7% |
| Admin fee / account holder | $1,185 | $10,925-89.2% | $7,493-84.2% | $11,429-89.6% |