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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 | $70,171 | $82,674-15.1% | $125,381-44.0% | $68,486+2.5% |
| Participation rate | 84.8% | 75.1%+9.7pp | 82.4%+2.4pp | 67.9%+16.9pp |
| Annual return | -16.76% | -5.97%-10.8pp | 572.31%-589.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,879 | $6,111+94.4% | $7,448+59.5% | $4,028+194.9% |
| Admin fee / account holder | $15,644 | $6,277+149.2% | $10,007+56.3% | $5,404+189.5% |