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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 | $9,472 | $54,370-82.6% | $82,763-88.6% | $68,490-86.2% |
| Participation rate | 87.8% | 63.9%+23.8pp | 72.6%+15.2pp | 67.9%+19.9pp |
| Annual return | -18.69% | -13.67%-5.0pp | 702.45%-721.1pp | -7.85%-10.8pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,220 | $3,247+30.0% | $4,395-4.0% | $4,028+4.8% |
| Admin fee / account holder | $3,670 | $4,398-16.6% | $5,325-31.1% | $5,403-32.1% |