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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 | $10,410 | $54,357-80.8% | $82,706-87.4% | $68,495-84.8% |
| Participation rate | 84.0% | 63.9%+20.1pp | 72.6%+11.4pp | 67.9%+16.1pp |
| Annual return | -17.34% | -13.67%-3.7pp | 701.76%-719.1pp | -7.84%-9.5pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,914 | $3,246+51.4% | $4,394+11.8% | $4,028+22.0% |
| Admin fee / account holder | $5,825 | $4,396+32.5% | $5,329+9.3% | $5,403+7.8% |