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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 | $57,381 | $93,117-38.4% | $77,096-25.6% | $134,532-57.3% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -16.84% | 62.67%-79.5pp | 42.35%-59.2pp | 418.27%-435.1pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,047 | $5,241-61.0% | $4,429-53.8% | $6,401-68.0% |
| Admin fee / account holder | $584 | $6,948-91.6% | $5,428-89.3% | $11,429-94.9% |