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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 | $40,252 | $59,107-31.9% | $86,439-53.4% | $68,495-41.2% |
| Participation rate | 85.2% | 75.2%+9.9pp | 80.3%+4.9pp | 67.9%+17.3pp |
| Annual return | -17.85% | -0.23%-17.6pp | 4395.55%-4413.4pp | -7.84%-10.0pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,246 | $5,901+56.7% | $6,952+33.0% | $4,028+129.6% |
| Admin fee / account holder | $9,000 | $5,637+59.7% | $6,732+33.7% | $5,403+66.6% |