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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 | $21,314 | $92,219-76.9% | $76,766-72.2% | $135,382-84.3% |
| Participation rate | 78.6% | 79.8%-1.2pp | 77.0%+1.6pp | 82.6%-4.1pp |
| Annual return | -5.95% | 5.46%-11.4pp | 2.43%-8.4pp | 519.77%-525.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,123 | $4,508-52.9% | $3,851-44.9% | $5,609-62.1% |
| Admin fee / account holder | $757 | $10,749-93.0% | $6,675-88.7% | $10,829-93.0% |