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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 | $47,988 | $82,678-42.0% | $125,391-61.7% | $68,490-29.9% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -16.57% | -5.97%-10.6pp | 572.41%-589.0pp | -7.85%-8.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,813 | $6,111+11.5% | $7,448-8.5% | $4,028+69.1% |
| Admin fee / account holder | $1,125 | $6,277-82.1% | $10,009-88.8% | $5,403-79.2% |