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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 | $65,504 | $92,219-29.0% | $76,767-14.7% | $135,380-51.6% |
| Participation rate | 95.0% | 79.8%+15.2pp | 77.0%+18.0pp | 82.6%+12.4pp |
| Annual return | -6.11% | 5.46%-11.6pp | 2.43%-8.5pp | 519.81%-525.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,105 | $4,508-53.3% | $3,852-45.4% | $5,609-62.5% |
| Admin fee / account holder | $2,489 | $10,749-76.8% | $6,675-62.7% | $10,828-77.0% |