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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 | $116,571 | $142,392-18.1% | $119,622-2.6% | $134,532-13.4% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -10.62% | -12.46%+1.8pp | -14.98%+4.4pp | 418.27%-428.9pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,070 | $6,467-21.6% | $5,601-9.5% | $6,401-20.8% |
| Admin fee / account holder | $6,269 | $13,593-53.9% | $10,328-39.3% | $11,429-45.1% |