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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 | $34,805 | $49,177-29.2% | $79,466-56.2% | $64,173-45.8% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.3%+6.7pp | 69.6%+10.4pp |
| Annual return | -4.05% | -1.16%-2.9pp | 718.28%-722.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,352 | $2,821+160.6% | $3,704+98.5% | $3,470+111.9% |
| Admin fee / account holder | $4,477 | $3,839+16.6% | $5,104-12.3% | $4,887-8.4% |