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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 | $34,302 | $72,404-52.6% | $110,243-68.9% | $64,173-46.5% |
| Participation rate | 72.7% | 73.3%-0.6pp | 79.8%-7.1pp | 69.6%+3.2pp |
| Annual return | -6.60% | -6.29%-0.3pp | 314.76%-321.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,661 | $3,469+63.2% | $4,672+21.2% | $3,470+63.2% |
| Admin fee / account holder | $5,786 | $5,664+2.2% | $8,548-32.3% | $4,887+18.4% |