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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 | $47,522 | $142,409-66.6% | $119,634-60.3% | $134,545-64.7% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.4pp | 81.2%+4.5pp |
| Annual return | -13.51% | -12.46%-1.0pp | -14.98%+1.5pp | 418.37%-431.9pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,020 | $6,468-53.3% | $5,601-46.1% | $6,401-52.8% |
| Admin fee / account holder | $1,671 | $13,594-87.7% | $10,329-83.8% | $11,431-85.4% |