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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 | $78,677 | $82,678-4.8% | $125,391-37.3% | $68,490+14.9% |
| Participation rate | 72.7% | 75.1%-2.3pp | 82.4%-9.7pp | 67.9%+4.8pp |
| Annual return | -17.53% | -5.97%-11.6pp | 572.41%-589.9pp | -7.85%-9.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,578 | $6,111+7.6% | $7,448-11.7% | $4,028+63.3% |
| Admin fee / account holder | $2,440 | $6,277-61.1% | $10,009-75.6% | $5,403-54.8% |