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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 | $56,976 | $97,020-41.3% | $83,327-31.6% | $135,380-57.9% |
| Participation rate | 78.3% | 80.4%-2.1pp | 77.8%+0.5pp | 82.6%-4.4pp |
| Annual return | -6.35% | 12.31%-18.7pp | 10.64%-17.0pp | 519.81%-526.2pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,556 | $5,964-57.1% | $5,565-54.1% | $5,609-54.4% |
| Admin fee / account holder | $1,944 | $8,426-76.9% | $7,540-74.2% | $10,828-82.0% |