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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 | $30,707 | $100,805-69.5% | $86,698-64.6% | $134,532-77.2% |
| Participation rate | 87.5% | 79.0%+8.5pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -18.69% | 29.09%-47.8pp | 35.95%-54.6pp | 418.27%-437.0pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,662 | $5,339+81.0% | $4,656+107.5% | $6,401+50.9% |
| Admin fee / account holder | $6,643 | $10,925-39.2% | $7,493-11.3% | $11,429-41.9% |