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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 | $45,697 | $152,591-70.1% | $117,529-61.1% | $134,545-66.0% |
| Participation rate | 89.5% | 77.1%+12.4pp | 70.6%+18.9pp | 81.2%+8.2pp |
| Annual return | -17.26% | 53.04%-70.3pp | 29.77%-47.0pp | 418.37%-435.6pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,460 | $4,821+34.0% | $4,072+58.6% | $6,401+0.9% |
| Admin fee / account holder | $1,680 | $7,004-76.0% | $5,645-70.2% | $11,431-85.3% |