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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 | $75,153 | $67,352+11.6% | $60,899+23.4% | $134,509-44.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.38% | 49.99%-65.4pp | 16.92%-32.3pp | 418.13%-433.5pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,303 | $4,539+16.8% | $3,817+38.9% | $6,400-17.1% |
| Admin fee / account holder | $4,428 | $4,585-3.4% | $3,225+37.3% | $11,427-61.2% |