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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 | $18,344 | $59,116-69.0% | $86,438-78.8% | $68,486-73.2% |
| Participation rate | 93.1% | 75.2%+17.8pp | 80.3%+12.7pp | 67.9%+25.2pp |
| Annual return | -18.96% | -0.23%-18.7pp | 4397.19%-4416.1pp | -7.85%-11.1pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,300 | $5,902+40.6% | $6,952+19.4% | $4,028+106.1% |
| Admin fee / account holder | $4,383 | $5,639-22.3% | $6,733-34.9% | $5,404-18.9% |