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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 | $96,270 | $100,805-4.5% | $86,698+11.0% | $134,532-28.4% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -17.30% | 29.09%-46.4pp | 35.95%-53.2pp | 418.27%-435.6pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,043 | $5,339-5.6% | $4,656+8.3% | $6,401-21.2% |
| Admin fee / account holder | $1,406 | $10,925-87.1% | $7,493-81.2% | $11,429-87.7% |