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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 | $61,333 | $105,866-42.1% | $90,766-32.4% | $134,545-54.4% |
| Participation rate | 77.8% | 78.3%-0.5pp | 75.7%+2.1pp | 81.2%-3.5pp |
| Annual return | -7.92% | -10.99%+3.1pp | -12.16%+4.2pp | 418.37%-426.3pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,401 | $5,217-54.0% | $4,565-47.4% | $6,401-62.5% |
| Admin fee / account holder | $32,579 | $13,938+133.7% | $8,446+285.7% | $11,431+185.0% |