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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 | $45,456 | $49,177-7.6% | $79,466-42.8% | $64,173-29.2% |
| Participation rate | 81.8% | 65.0%+16.8pp | 73.3%+8.5pp | 69.6%+12.2pp |
| Annual return | -5.24% | -1.16%-4.1pp | 718.28%-723.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,369 | $2,821+161.2% | $3,704+98.9% | $3,470+112.4% |
| Admin fee / account holder | $1,710 | $3,839-55.5% | $5,104-66.5% | $4,887-65.0% |