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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 | $27,879 | $190,879-85.4% | $160,009-82.6% | $134,532-79.3% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.0%+3.8pp | 81.2%+0.6pp |
| Annual return | -16.08% | 552.63%-568.7pp | 408.85%-424.9pp | 418.27%-434.3pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,529 | $6,924-77.9% | $6,183-75.3% | $6,401-76.1% |
| Admin fee / account holder | $38,880 | $10,495+270.5% | $8,715+346.1% | $11,429+240.2% |