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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 | $36,748 | $49,177-25.3% | $79,467-53.8% | $64,173-42.7% |
| Participation rate | 98.3% | 65.0%+33.3pp | 73.3%+25.0pp | 69.6%+28.7pp |
| Annual return | -5.99% | -1.16%-4.8pp | 718.30%-724.3pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,695 | $2,076-18.4% | $2,800-39.5% | $2,381-28.8% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,329 | $3,839-13.3% | $5,104-34.8% | $4,887-31.9% |