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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 | $55,035 | $211,946-74.0% | $169,452-67.5% | $135,379-59.3% |
| Participation rate | 93.3% | 82.6%+10.7pp | 77.8%+15.6pp | 82.6%+10.7pp |
| Annual return | -5.25% | 3.26%-8.5pp | 1.83%-7.1pp | 519.79%-525.0pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,736 | $6,075-38.5% | $5,277-29.2% | $5,609-33.4% |
| Admin fee / account holder | $3,058 | $11,472-73.3% | $9,110-66.4% | $10,828-71.8% |