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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 | $126,394 | $69,012+83.1% | $160,009-21.0% | $68,486+84.6% |
| Participation rate | 75.0% | 65.4%+9.6pp | 78.0%-3.0pp | 67.9%+7.1pp |
| Annual return | -19.16% | -9.65%-9.5pp | 408.85%-428.0pp | -7.85%-11.3pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,713 | $4,212-11.9% | $6,183-40.0% | $4,028-7.8% |
| Admin fee / account holder | $422 | $4,798-91.2% | $8,715-95.2% | $5,404-92.2% |