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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 | $31,194 | $95,917-67.5% | $79,583-60.8% | $134,545-76.8% |
| Participation rate | 93.8% | 75.0%+18.7pp | 69.5%+24.3pp | 81.2%+12.5pp |
| Annual return | -19.97% | -2.70%-17.3pp | 0.16%-20.1pp | 418.37%-438.3pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,259 | $4,694-30.6% | $3,986-18.2% | $6,401-49.1% |
| Admin fee / account holder | $1,782 | $9,132-80.5% | $6,835-73.9% | $11,431-84.4% |