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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 | $27,538 | $82,674-66.7% | $125,381-78.0% | $68,486-59.8% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -19.05% | -5.97%-13.1pp | 572.31%-591.4pp | -7.85%-11.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,255 | $6,111-30.4% | $7,448-42.9% | $4,028+5.6% |
| Admin fee / account holder | $1,872 | $6,277-70.2% | $10,007-81.3% | $5,404-65.4% |