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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 | $68,754 | $134,001-48.7% | $112,258-38.8% | $134,509-48.9% |
| Participation rate | 95.0% | 78.6%+16.4pp | 75.1%+19.9pp | 81.2%+13.8pp |
| Annual return | -14.93% | 47.15%-62.1pp | 27.47%-42.4pp | 418.13%-433.1pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,734 | $5,291+46.2% | $4,728+63.6% | $6,400+20.8% |
| Admin fee / account holder | $1,911 | $7,491-74.5% | $6,411-70.2% | $11,427-83.3% |