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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 | $60,785 | $105,866-42.6% | $90,766-33.0% | $134,545-54.8% |
| Participation rate | 88.9% | 78.3%+10.6pp | 75.7%+13.2pp | 81.2%+7.7pp |
| Annual return | -11.08% | -10.99%-0.1pp | -12.16%+1.1pp | 418.37%-429.4pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,912 | $5,217-44.2% | $4,565-36.2% | $6,401-54.5% |
| Admin fee / account holder | $809 | $13,938-94.2% | $8,446-90.4% | $11,431-92.9% |