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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 | $127,821 | $131,835-3.0% | $108,582+17.7% | $273,972-53.3% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.6%-6.8pp | 83.0%-10.3pp |
| Annual return | 5.73% | -91.57%+97.3pp | -51.70%+57.4pp | 41.46%-35.7pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,909 | $5,127-62.8% | $4,311-55.7% | $5,287-63.9% |
| Admin fee / account holder | $19,492 | $10,253+90.1% | $7,645+155.0% | $10,133+92.4% |