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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 | $36,326 | $82,678-56.1% | $125,391-71.0% | $68,490-47.0% |
| Participation rate | 72.4% | 75.1%-2.6pp | 82.4%-10.0pp | 67.9%+4.5pp |
| Annual return | -13.91% | -5.97%-7.9pp | 572.41%-586.3pp | -7.85%-6.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,962 | $6,111+30.3% | $7,448+6.9% | $4,028+97.7% |
| Admin fee / account holder | $9,683 | $6,277+54.3% | $10,009-3.2% | $5,403+79.2% |