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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 | $99,874 | $82,324+21.3% | $68,803+45.2% | $134,545-25.8% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.0%+11.0pp | 81.2%-1.2pp |
| Annual return | -11.43% | -2.17%-9.3pp | -6.37%-5.1pp | 418.37%-429.8pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,595 | $4,740+18.0% | $3,942+41.9% | $6,401-12.6% |
| Admin fee / account holder | $3,545 | $6,485-45.3% | $4,936-28.2% | $11,431-69.0% |