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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 | $46,761 | $95,188-50.9% | $76,518-38.9% | $135,380-65.5% |
| Participation rate | 70.6% | 74.4%-3.8pp | 68.0%+2.6pp | 82.6%-12.1pp |
| Annual return | -5.48% | 4.85%-10.3pp | -0.27%-5.2pp | 519.81%-525.3pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,043 | $4,640-56.0% | $3,836-46.7% | $5,609-63.6% |
| Admin fee / account holder | $669 | $6,249-89.3% | $4,849-86.2% | $10,828-93.8% |