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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 | $50,370 | $100,811-50.0% | $86,698-41.9% | $134,545-62.6% |
| Participation rate | 73.3% | 79.0%-5.6pp | 76.6%-3.3pp | 81.2%-7.9pp |
| Annual return | -15.97% | 29.11%-45.1pp | 35.96%-51.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,737 | $5,339+7.4% | $4,656+23.2% | $6,401-10.4% |
| Admin fee / account holder | $1,079 | $10,926-90.1% | $7,492-85.6% | $11,431-90.6% |