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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 | $65,763 | $94,529-30.4% | $140,019-53.0% | $64,173+2.5% |
| Participation rate | 90.0% | 84.1%+5.9pp | 87.5%+2.5pp | 69.6%+20.4pp |
| Annual return | -6.42% | 7.77%-14.2pp | 651.17%-657.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,023 | $5,250+52.8% | $6,927+15.8% | $3,470+131.2% |
| Admin fee / account holder | $7,591 | $6,741+12.6% | $10,705-29.1% | $4,887+55.3% |