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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 | $50,830 | $152,591-66.7% | $117,529-56.8% | $134,545-62.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.36% | 53.04%-73.4pp | 29.77%-50.1pp | 418.37%-438.7pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,587 | $4,821-25.6% | $4,072-11.9% | $6,401-44.0% |
| Admin fee / account holder | $457 | $7,004-93.5% | $5,645-91.9% | $11,431-96.0% |