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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 | $40,312 | $93,117-56.7% | $77,096-47.7% | $134,532-70.0% |
| Participation rate | 77.8% | 74.5%+3.3pp | 67.9%+9.9pp | 81.2%-3.5pp |
| Annual return | -18.31% | 62.67%-81.0pp | 42.35%-60.7pp | 418.27%-436.6pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,505 | $5,241+24.1% | $4,429+46.9% | $6,401+1.6% |
| Admin fee / account holder | $332 | $6,948-95.2% | $5,428-93.9% | $11,429-97.1% |