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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 | $16,758 | $95,188-82.4% | $76,518-78.1% | $135,379-87.6% |
| Participation rate | 71.4% | 74.4%-3.0pp | 68.0%+3.4pp | 82.6%-11.2pp |
| Annual return | -6.90% | 4.85%-11.7pp | -0.27%-6.6pp | 519.79%-526.7pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,220 | $4,640+34.1% | $3,836+62.2% | $5,609+10.9% |
| Admin fee / account holder | $4,377 | $6,249-30.0% | $4,849-9.7% | $10,828-59.6% |