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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 | $28,921 | $142,409-79.7% | $119,634-75.8% | $134,545-78.5% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | 0.34% | -12.46%+12.8pp | -14.98%+15.3pp | 418.37%-418.0pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,669 | $6,468-58.7% | $5,601-52.4% | $6,401-58.3% |
| Admin fee / account holder | $5,394 | $13,594-60.3% | $10,329-47.8% | $11,431-52.8% |