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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 | $53,177 | $67,396-21.1% | $60,919-12.7% | $134,545-60.5% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.1%+17.8pp | 81.2%+9.7pp |
| Annual return | -19.24% | 50.12%-69.4pp | 16.96%-36.2pp | 418.37%-437.6pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,763 | $4,534+27.1% | $3,814+51.1% | $6,401-10.0% |
| Admin fee / account holder | $540 | $4,590-88.2% | $3,228-83.3% | $11,431-95.3% |