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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 | $35,471 | $66,302-46.5% | $110,243-67.8% | $56,287-37.0% |
| Participation rate | 70.1% | 74.9%-4.8pp | 79.8%-9.7pp | 69.9%+0.2pp |
| Annual return | -2.51% | -1.18%-1.3pp | 314.76%-317.3pp | -9.96%+7.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,827-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,249 | $3,381-33.5% | $4,672-51.9% | $3,350-32.9% |
| Admin fee / account holder | $2,158 | $698+208.9% | $8,548-74.8% | $521+314.2% |