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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 | $50,413 | $82,678-39.0% | $125,391-59.8% | $68,490-26.4% |
| Participation rate | 92.2% | 75.1%+17.1pp | 82.4%+9.8pp | 67.9%+24.3pp |
| Annual return | -17.65% | -5.97%-11.7pp | 572.41%-590.1pp | -7.85%-9.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,877 | $6,111+61.6% | $7,448+32.6% | $4,028+145.2% |
| Admin fee / account holder | $5,232 | $6,277-16.6% | $10,009-47.7% | $5,403-3.2% |