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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 | $64,813 | $82,674-21.6% | $125,381-48.3% | $68,486-5.4% |
| Participation rate | 87.0% | 75.1%+12.0pp | 82.4%+4.7pp | 67.9%+19.1pp |
| Annual return | -8.12% | -5.97%-2.1pp | 572.31%-580.4pp | -7.85%-0.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,417 | $6,111+86.8% | $7,448+53.3% | $4,028+183.5% |
| Admin fee / account holder | $1,705 | $6,277-72.8% | $10,007-83.0% | $5,404-68.5% |