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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 | $22,736 | $97,020-76.6% | $83,327-72.7% | $135,380-83.2% |
| Participation rate | 71.4% | 80.4%-9.0pp | 77.8%-6.3pp | 82.6%-11.2pp |
| Annual return | -3.91% | 12.31%-16.2pp | 10.64%-14.5pp | 519.81%-523.7pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,033 | $5,964-15.6% | $5,565-9.6% | $5,609-10.3% |
| Admin fee / account holder | $7,412 | $8,426-12.0% | $7,540-1.7% | $10,828-31.5% |