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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 | $165,256 | $82,678+99.9% | $125,391+31.8% | $68,490+141.3% |
| Participation rate | 73.3% | 75.1%-1.7pp | 82.4%-9.1pp | 67.9%+5.4pp |
| Annual return | -15.86% | -5.97%-9.9pp | 572.41%-588.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,574 | $6,111-8.8% | $7,448-25.2% | $4,028+38.4% |
| Admin fee / account holder | $395 | $6,277-93.7% | $10,009-96.0% | $5,403-92.7% |