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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 | $42,295 | $99,032-57.3% | $80,022-47.1% | $135,380-68.8% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | -6.06% | 15.39%-21.4pp | 11.22%-17.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,403 | $4,282+26.2% | $3,686+46.6% | $5,609-3.7% |
| Admin fee / account holder | $8,864 | $10,436-15.1% | $6,521+35.9% | $10,828-18.1% |