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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 | $48,427 | $100,805-52.0% | $86,698-44.1% | $134,532-64.0% |
| Participation rate | 88.9% | 79.0%+9.9pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -16.70% | 29.09%-45.8pp | 35.95%-52.6pp | 418.27%-435.0pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,823 | $5,339-9.7% | $4,656+3.6% | $6,401-24.6% |
| Admin fee / account holder | $2,311 | $10,925-78.9% | $7,493-69.2% | $11,429-79.8% |