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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 | $54,400 | $67,396-19.3% | $60,919-10.7% | $134,545-59.6% |
| Participation rate | 77.3% | 76.2%+1.1pp | 73.1%+4.2pp | 81.2%-4.0pp |
| Annual return | -7.59% | 50.12%-57.7pp | 16.96%-24.6pp | 418.37%-426.0pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,615 | $4,534+1.8% | $3,814+21.0% | $6,401-27.9% |
| Admin fee / account holder | $9,126 | $4,590+98.8% | $3,228+182.7% | $11,431-20.2% |