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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 | $17,848 | $100,811-82.3% | $86,698-79.4% | $134,545-86.7% |
| Participation rate | 83.3% | 79.0%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -18.76% | 29.11%-47.9pp | 35.96%-54.7pp | 418.37%-437.1pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,093 | $5,339-42.1% | $4,656-33.6% | $6,401-51.7% |
| Admin fee / account holder | $1,386 | $10,926-87.3% | $7,492-81.5% | $11,431-87.9% |