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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 | $19,848 | $54,357-63.5% | $82,706-76.0% | $68,495-71.0% |
| Participation rate | 89.7% | 63.9%+25.8pp | 72.6%+17.1pp | 67.9%+21.8pp |
| Annual return | -18.09% | -13.67%-4.4pp | 701.76%-719.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,252 | $3,246+31.0% | $4,394-3.2% | $4,028+5.6% |
| Admin fee / account holder | $2,366 | $4,396-46.2% | $5,329-55.6% | $5,403-56.2% |