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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 | $80,083 | $105,866-24.4% | $90,766-11.8% | $134,545-40.5% |
| Participation rate | 76.5% | 78.3%-1.8pp | 75.7%+0.8pp | 81.2%-4.8pp |
| Annual return | -12.40% | -10.99%-1.4pp | -12.16%-0.2pp | 418.37%-430.8pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,812 | $5,217-65.3% | $4,565-60.3% | $6,401-71.7% |
| Admin fee / account holder | $10,443 | $13,938-25.1% | $8,446+23.6% | $11,431-8.6% |