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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 | $65,943 | $82,674-20.2% | $125,381-47.4% | $68,486-3.7% |
| Participation rate | 77.0% | 75.1%+2.0pp | 82.4%-5.3pp | 67.9%+9.2pp |
| Annual return | -18.14% | -5.97%-12.2pp | 572.31%-590.4pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,847 | $6,111+77.5% | $7,448+45.6% | $4,028+169.3% |
| Admin fee / account holder | $4,433 | $6,277-29.4% | $10,007-55.7% | $5,404-18.0% |