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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 | $74,779 | $57,350+30.4% | $83,850-10.8% | $64,181+16.5% |
| Participation rate | 76.7% | 68.6%+8.1pp | 76.1%+0.6pp | 69.6%+7.2pp |
| Annual return | -8.13% | 11.38%-19.5pp | 850.92%-859.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,443 | $2,993+81.9% | $4,082+33.3% | $3,470+56.9% |
| Admin fee / account holder | $3,196 | $4,046-21.0% | $5,478-41.7% | $4,887-34.6% |