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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 | $72,202 | $92,219-21.7% | $76,767-5.9% | $135,380-46.7% |
| Participation rate | 73.7% | 79.8%-6.1pp | 77.0%-3.3pp | 82.6%-9.0pp |
| Annual return | -5.94% | 5.46%-11.4pp | 2.43%-8.4pp | 519.81%-525.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,685 | $4,508-40.4% | $3,852-30.3% | $5,609-52.1% |
| Admin fee / account holder | $696 | $10,749-93.5% | $6,675-89.6% | $10,828-93.6% |