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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 | $76,655 | $82,674-7.3% | $125,381-38.9% | $68,486+11.9% |
| Participation rate | 80.4% | 75.1%+5.3pp | 82.4%-2.0pp | 67.9%+12.5pp |
| Annual return | -13.90% | -5.97%-7.9pp | 572.31%-586.2pp | -7.85%-6.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,280 | $6,111-30.0% | $7,448-42.5% | $4,028+6.3% |
| Admin fee / account holder | $3,351 | $6,277-46.6% | $10,007-66.5% | $5,404-38.0% |