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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 | $64,464 | $167,353-61.5% | $143,797-55.2% | $134,545-52.1% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -18.57% | 0.48%-19.0pp | -0.04%-18.5pp | 418.37%-436.9pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,155 | $6,447-20.0% | $5,638-8.6% | $6,401-19.5% |
| Admin fee / account holder | $3,357 | $18,096-81.4% | $14,679-77.1% | $11,431-70.6% |