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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 | $84,118 | $158,852-47.0% | $121,220-30.6% | $135,380-37.9% |
| Participation rate | 77.8% | 79.3%-1.5pp | 71.8%+6.0pp | 82.6%-4.9pp |
| Annual return | -2.76% | -0.64%-2.1pp | 16.94%-19.7pp | 519.81%-522.6pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,223 | $4,006+155.2% | $3,345+205.6% | $5,609+82.3% |
| Admin fee / account holder | $1,028 | $6,515-84.2% | $5,021-79.5% | $10,828-90.5% |