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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 | $63,285 | $99,032-36.1% | $80,022-20.9% | $135,380-53.3% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | -3.33% | 15.39%-18.7pp | 11.22%-14.5pp | 519.81%-523.1pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,401 | $4,282-67.3% | $3,686-62.0% | $5,609-75.0% |
| Admin fee / account holder | $9,298 | $10,436-10.9% | $6,521+42.6% | $10,828-14.1% |