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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 | $59,321 | $211,946-72.0% | $169,452-65.0% | $135,379-56.2% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -4.27% | 3.26%-7.5pp | 1.83%-6.1pp | 519.79%-524.1pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,639 | $6,075-73.0% | $5,277-68.9% | $5,609-70.8% |
| Admin fee / account holder | $700 | $11,472-93.9% | $9,110-92.3% | $10,828-93.5% |