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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 | $36,442 | $67,372-45.9% | $60,906-40.2% | $134,532-72.9% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.1%+4.7pp | 81.2%-3.5pp |
| Annual return | -16.64% | 50.05%-66.7pp | 16.94%-33.6pp | 418.27%-434.9pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,219 | $4,532-73.1% | $3,814-68.0% | $6,401-81.0% |
| Admin fee / account holder | $961 | $4,588-79.1% | $3,227-70.2% | $11,429-91.6% |