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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 | $100,540 | $95,915+4.8% | $79,580+26.3% | $134,532-25.3% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -13.40% | -2.71%-10.7pp | 0.15%-13.6pp | 418.27%-431.7pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,005 | $4,693-36.0% | $3,985-24.6% | $6,401-53.0% |
| Admin fee / account holder | $55,067 | $9,132+503.0% | $6,835+705.7% | $11,429+381.8% |