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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 | $36,707 | $97,020-62.2% | $83,327-55.9% | $135,380-72.9% |
| Participation rate | 70.8% | 80.4%-9.6pp | 77.8%-6.9pp | 82.6%-11.8pp |
| Annual return | -4.99% | 12.31%-17.3pp | 10.64%-15.6pp | 519.81%-524.8pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,415 | $5,964+7.6% | $5,565+15.3% | $5,609+14.4% |
| Admin fee / account holder | $14,087 | $8,426+67.2% | $7,540+86.8% | $10,828+30.1% |