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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 | $99,500 | $82,674+20.4% | $125,381-20.6% | $68,486+45.3% |
| Participation rate | 74.0% | 75.1%-1.1pp | 82.4%-8.4pp | 67.9%+6.1pp |
| Annual return | -17.85% | -5.97%-11.9pp | 572.31%-590.2pp | -7.85%-10.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,779 | $6,111+76.4% | $7,448+44.7% | $4,028+167.6% |
| Admin fee / account holder | $6,538 | $6,277+4.2% | $10,007-34.7% | $5,404+21.0% |