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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 | $46,711 | $84,518-44.7% | $67,704-31.0% | $125,389-62.7% |
| Participation rate | 81.8% | 74.8%+7.0pp | 67.5%+14.3pp | 83.2%-1.4pp |
| Annual return | -1.67% | 2.57%-4.2pp | 25.41%-27.1pp | 282.24%-283.9pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $808 | $5,340-84.9% | $4,255-81.0% | $9,541-91.5% |