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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 | $151,475 | $93,124+62.7% | $77,100+96.5% | $134,545+12.6% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -17.15% | 62.68%-79.8pp | 42.35%-59.5pp | 418.37%-435.5pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,271 | $5,242-56.7% | $4,430-48.7% | $6,401-64.5% |
| Admin fee / account holder | $391 | $6,970-94.4% | $5,443-92.8% | $11,431-96.6% |