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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 | $37,120 | $59,111-37.2% | $86,451-57.1% | $68,490-45.8% |
| Participation rate | 79.5% | 75.2%+4.3pp | 80.3%-0.8pp | 67.9%+11.6pp |
| Annual return | -15.47% | -0.22%-15.2pp | 4398.51%-4414.0pp | -7.85%-7.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,533 | $5,900-40.1% | $6,953-49.2% | $4,028-12.3% |
| Admin fee / account holder | $438 | $5,640-92.2% | $6,734-93.5% | $5,403-91.9% |