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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 | $110,660 | $167,353-33.9% | $143,797-23.0% | $134,545-17.8% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -16.48% | 0.48%-17.0pp | -0.04%-16.4pp | 418.37%-434.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,612 | $6,447-59.5% | $5,638-53.7% | $6,401-59.2% |
| Admin fee / account holder | $5,715 | $18,096-68.4% | $14,679-61.1% | $11,431-50.0% |