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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 | $34,264 | $92,219-62.8% | $76,767-55.4% | $135,380-74.7% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -5.14% | 5.46%-10.6pp | 2.43%-7.6pp | 519.81%-524.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,091 | $4,508-53.6% | $3,852-45.7% | $5,609-62.7% |
| Admin fee / account holder | $3,036 | $10,749-71.8% | $6,675-54.5% | $10,828-72.0% |