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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 | $52,476 | $106,551-50.8% | $91,225-42.5% | $134,532-61.0% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.2%+15.7pp | 81.2%+7.7pp |
| Annual return | -11.70% | 160.78%-172.5pp | 114.12%-125.8pp | 418.27%-430.0pp |
| Employer contribution / active EE | $3,333 | $3,331+0.1% | $2,851+16.9% | $4,741-29.7% |
| Participant deferral / active EE | $0 | $4,718-100.0% | $4,233-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,071 | $6,234-34.7% | $5,422-24.9% | $11,429-64.4% |