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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 | $37,269 | $82,674-54.9% | $125,363-70.3% | $68,495-45.6% |
| Participation rate | 86.1% | 75.0%+11.1pp | 82.4%+3.7pp | 67.9%+18.2pp |
| Annual return | -17.93% | -5.97%-12.0pp | 572.15%-590.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,499 | $6,111+22.7% | $7,447+0.7% | $4,028+86.2% |
| Admin fee / account holder | $12,651 | $6,276+101.6% | $10,005+26.4% | $5,403+134.1% |