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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 | $51,495 | $82,674-37.7% | $125,363-58.9% | $68,495-24.8% |
| Participation rate | 94.1% | 75.0%+19.1pp | 82.4%+11.7pp | 67.9%+26.2pp |
| Annual return | -13.32% | -5.97%-7.4pp | 572.15%-585.5pp | -7.84%-5.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,953 | $6,111-2.6% | $7,447-20.1% | $4,028+47.8% |
| Admin fee / account holder | $16,665 | $6,276+165.5% | $10,005+66.6% | $5,403+208.4% |