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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 | $40,624 | $95,188-57.3% | $76,518-46.9% | $135,379-70.0% |
| Participation rate | 75.0% | 74.4%+0.6pp | 68.0%+7.0pp | 82.6%-7.6pp |
| Annual return | -5.71% | 4.85%-10.6pp | -0.27%-5.4pp | 519.79%-525.5pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,990 | $4,640-57.1% | $3,836-48.1% | $5,609-64.5% |
| Admin fee / account holder | $334 | $6,249-94.7% | $4,849-93.1% | $10,828-96.9% |