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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 | $45,435 | $158,852-71.4% | $121,220-62.5% | $135,380-66.4% |
| Participation rate | 70.0% | 79.3%-9.3pp | 71.8%-1.8pp | 82.6%-12.6pp |
| Annual return | -6.03% | -0.64%-5.4pp | 16.94%-23.0pp | 519.81%-525.8pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,649 | $4,006-33.9% | $3,345-20.8% | $5,609-52.8% |
| Admin fee / account holder | $4,562 | $6,515-30.0% | $5,021-9.1% | $10,828-57.9% |