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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 | $48,114 | $82,674-41.8% | $125,381-61.6% | $68,486-29.7% |
| Participation rate | 83.6% | 75.1%+8.6pp | 82.4%+1.2pp | 67.9%+15.7pp |
| Annual return | -18.32% | -5.97%-12.3pp | 572.31%-590.6pp | -7.85%-10.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,898 | $6,111-3.5% | $7,448-20.8% | $4,028+46.4% |
| Admin fee / account holder | $7,120 | $6,277+13.4% | $10,007-28.9% | $5,404+31.8% |