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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 | $66,688 | $97,020-31.3% | $83,327-20.0% | $135,380-50.7% |
| Participation rate | 80.0% | 80.4%-0.4pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -4.19% | 12.31%-16.5pp | 10.64%-14.8pp | 519.81%-524.0pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,779 | $5,964-70.2% | $5,565-68.0% | $5,609-68.3% |
| Admin fee / account holder | $19,964 | $8,426+136.9% | $7,540+164.8% | $10,828+84.4% |