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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 | $75,257 | $97,020-22.4% | $83,322-9.7% | $135,379-44.4% |
| Participation rate | 71.4% | 80.4%-9.0pp | 77.8%-6.3pp | 82.6%-11.2pp |
| Annual return | -9.56% | 12.31%-21.9pp | 10.64%-20.2pp | 519.79%-529.4pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,134 | $5,964-13.9% | $5,565-7.7% | $5,609-8.5% |
| Admin fee / account holder | $7,686 | $8,426-8.8% | $7,540+1.9% | $10,828-29.0% |