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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 | $68,318 | $113,941-40.0% | $94,229-27.5% | $125,389-45.5% |
| Participation rate | 77.3% | 82.9%-5.6pp | 78.8%-1.5pp | 83.2%-5.9pp |
| Annual return | -0.56% | 5.29%-5.8pp | 10.68%-11.2pp | 282.24%-282.8pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,868 | $5,179-25.3% | $4,320-10.5% | $5,352-27.7% |
| Admin fee / account holder | $4,036 | $8,392-51.9% | $6,269-35.6% | $9,541-57.7% |