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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 | $140,798 | $133,998+5.1% | $112,263+25.4% | $134,545+4.6% |
| Participation rate | 78.6% | 78.6%0pp | 75.1%+3.5pp | 81.2%-2.7pp |
| Annual return | -14.15% | 47.17%-61.3pp | 27.49%-41.6pp | 418.37%-432.5pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,922 | $5,292-7.0% | $4,729+4.1% | $6,401-23.1% |
| Admin fee / account holder | $2,224 | $7,493-70.3% | $6,410-65.3% | $11,431-80.5% |