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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 | $119,185 | $67,372+76.9% | $60,906+95.7% | $134,532-11.4% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.1%+14.4pp | 81.2%+6.3pp |
| Annual return | -16.36% | 50.05%-66.4pp | 16.94%-33.3pp | 418.27%-434.6pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,791 | $4,532-38.4% | $3,814-26.8% | $6,401-56.4% |
| Admin fee / account holder | $607 | $4,588-86.8% | $3,227-81.2% | $11,429-94.7% |