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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 | $131,375 | $142,392-7.7% | $119,622+9.8% | $134,532-2.3% |
| Participation rate | 73.7% | 82.8%-9.1pp | 79.3%-5.6pp | 81.2%-7.5pp |
| Annual return | -17.62% | -12.46%-5.2pp | -14.98%-2.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,275 | $6,467+28.0% | $5,601+47.8% | $6,401+29.3% |
| Admin fee / account holder | $2,566 | $13,593-81.1% | $10,328-75.2% | $11,429-77.5% |