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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 | $41,584 | $100,811-58.8% | $86,698-52.0% | $134,545-69.1% |
| Participation rate | 70.6% | 79.0%-8.4pp | 76.6%-6.0pp | 81.2%-10.6pp |
| Annual return | -17.00% | 29.11%-46.1pp | 35.96%-53.0pp | 418.37%-435.4pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,429 | $5,339-17.0% | $4,656-4.9% | $6,401-30.8% |
| Admin fee / account holder | $4,091 | $10,926-62.6% | $7,492-45.4% | $11,431-64.2% |