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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 | $93,318 | $75,962+22.8% | $154,111-39.4% | $64,173+45.4% |
| Participation rate | 81.9% | 70.4%+11.5pp | 83.0%-1.1pp | 69.6%+12.4pp |
| Annual return | -4.60% | 30.32%-34.9pp | 735.18%-739.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,471 | $3,175+40.8% | $5,081-12.0% | $3,470+28.9% |
| Admin fee / account holder | $14,368 | $5,589+157.1% | $13,411+7.1% | $4,887+194.0% |