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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 | $57,945 | $135,645-57.3% | $110,243-47.4% | $135,380-57.2% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.8%+2.0pp | 82.6%-0.8pp |
| Annual return | -5.59% | 513.24%-518.8pp | 314.76%-320.3pp | 519.81%-525.4pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,446 | $5,507-37.4% | $4,672-26.2% | $5,609-38.6% |
| Admin fee / account holder | $2,874 | $11,458-74.9% | $8,548-66.4% | $10,828-73.5% |