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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 | $20,147 | $100,792-80.0% | $86,691-76.8% | $134,509-85.0% |
| Participation rate | 70.0% | 78.9%-8.9pp | 76.6%-6.6pp | 81.2%-11.2pp |
| Annual return | -18.91% | 29.08%-48.0pp | 35.94%-54.9pp | 418.13%-437.0pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,329 | $5,339-37.6% | $4,656-28.5% | $6,400-48.0% |
| Admin fee / account holder | $355 | $10,924-96.8% | $7,492-95.3% | $11,427-96.9% |