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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 | $67,663 | $100,811-32.9% | $86,698-22.0% | $134,545-49.7% |
| Participation rate | 85.7% | 79.0%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -16.64% | 29.11%-45.8pp | 35.96%-52.6pp | 418.37%-435.0pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,821 | $5,339-47.2% | $4,656-39.4% | $6,401-55.9% |
| Admin fee / account holder | $11,020 | $10,926+0.9% | $7,492+47.1% | $11,431-3.6% |