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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 | $38,580 | $152,597-74.7% | $117,533-67.2% | $134,532-71.3% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -12.98% | 53.04%-66.0pp | 29.77%-42.7pp | 418.27%-431.2pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,415 | $4,821-8.4% | $4,072+8.4% | $6,401-31.0% |
| Admin fee / account holder | $1,092 | $7,007-84.4% | $5,647-80.7% | $11,429-90.4% |