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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 | $63,335 | $133,998-52.7% | $112,263-43.6% | $134,545-52.9% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -20.40% | 47.17%-67.6pp | 27.49%-47.9pp | 418.37%-438.8pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,131 | $5,292-3.1% | $4,729+8.5% | $6,401-19.8% |
| Admin fee / account holder | $1,941 | $7,493-74.1% | $6,410-69.7% | $11,431-83.0% |