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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% | $125,363-78.0% | $68,495-59.8% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -19.05% | -5.97%-13.1pp | 572.15%-591.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,255 | $6,111-30.4% | $7,447-42.9% | $4,028+5.6% |
| Admin fee / account holder | $1,872 | $6,276-70.2% | $10,005-81.3% | $5,403-65.4% |