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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 | $48,917 | $82,678-40.8% | $125,391-61.0% | $68,490-28.6% |
| Participation rate | 78.6% | 75.1%+3.5pp | 82.4%-3.8pp | 67.9%+10.7pp |
| Annual return | -16.06% | -5.97%-10.1pp | 572.41%-588.5pp | -7.85%-8.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $13,439 | $6,111+119.9% | $7,448+80.4% | $4,028+233.7% |
| Admin fee / account holder | $18,836 | $6,277+200.1% | $10,009+88.2% | $5,403+248.6% |