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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 | $137,997 | $82,678+66.9% | $125,391+10.1% | $68,490+101.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -17.74% | -5.97%-11.8pp | 572.41%-590.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,735 | $6,111+26.6% | $7,448+3.9% | $4,028+92.0% |
| Admin fee / account holder | $1,310 | $6,277-79.1% | $10,009-86.9% | $5,403-75.8% |