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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 | $115,238 | $152,542-24.5% | $117,498-1.9% | $134,509-14.3% |
| Participation rate | 85.7% | 77.1%+8.6pp | 70.6%+15.1pp | 81.2%+4.5pp |
| Annual return | -18.88% | 53.02%-71.9pp | 29.75%-48.6pp | 418.13%-437.0pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,223 | $4,819-33.1% | $4,071-20.8% | $6,400-49.6% |
| Admin fee / account holder | $948 | $7,006-86.5% | $5,646-83.2% | $11,427-91.7% |